Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
-
All-Time Highs: Is it all Downhill from Here?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity…
-
The Corporate Transparency Act (CTA): What you need to know
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
-
US Presidential Elections on the Horizon: Perspectives for the Investor
By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high…
-
January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
-
A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
-
Family Learning: A Hallmark of Well-Being
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture…
-
A Week of Pivots, and Green Shoots Persist
By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is…
-
Tax Strategies to Consider Before Selling Your Business
Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each…
-
Transitional
By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the…
-
Fourth Quarter: Down and Up We Go
By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in…
-
December 2023 Monthly Recap
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF…
-
An Assessment of Geopolitics and Changing World Order – Part 3
“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic…
-
An Assessment of Geopolitics and Changing World Order – Part 2
Tim Side, CFA® – Investment Strategist “From thirty years as a practicing historian, I have come to the conclusion that there is…
-
An Assessment of Geopolitics and Changing World Order – Part 1
Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is…
-
November 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance…
-
After the Harvest; Now where to Reap?
By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this…
-
Diane Compardo Recognized Four Times in 2023 as a Top Advisor by Barron’s and Forbes
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
-
Barely There
By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. …
-
The Psychology of Giving: Money and Generosity
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Manager of Marketing & Business Intelligence – Megan…
-
Channeling Goldilocks
By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the…
-
October 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month…
-
Managing Expectations
By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat…
-
Down But Not Out – In Defense of “Balance” in an Upside-Down World
By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal…
-
Q3 2023 Report – One Step Forward, Two Steps Back
By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging…