News & Insights
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
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Bubbles and Bankruptcies
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same…
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Third Quarter Investment Report – 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments,…
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Monthly Recap – September 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the…
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Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms.…
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Monthly Recap – August 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks.…
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Game of “Thrones”: The Standoff between Trump and Powell
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations…
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Monthly Recap – July 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months,…
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Second Quarter Investment Report – 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month…
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Monthly Recap – June 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic…
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Geopolitics Update: Monitoring the Recent Escalation in the Middle East
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear…
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Monthly Recap – May 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions,…
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“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight…
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Monthly Recap – April 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s…
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History Rhymes: A Review of Presidential Policy “Missteps”
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort…
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First Quarter Investment Report – 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…
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Monthly Recap – March 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…
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Liberation Day
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I.…
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March Madness: Sentiment vs Hard Data
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans…
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Monthly Recap – February 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower…
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Unlock Your Financial Future: How a Family CFO Can Help
by Drennan Bailey, CPA, MBA, CFP® – Advisor Remember that first apartment in your 20s? Ramen noodles for dinner, furniture…
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The New Retirement Reality: Building a Strategy for a Longer, Healthier Life
by: Stephanie Rogers, CFA, CFP® – Senior Advisor Congratulations – you’ve reached retirement or you can finally see the light…
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Family Meetings
by Gene Diederich, Partner Growing up with six siblings and now having four children of my own, I’ve seen firsthand…
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Protecting Yourself from Identity Theft and Cyber Attacks
by Brie McDonald, CFP® – Advisor Panic set in as I woke up one morning to several notifications on my…
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The Best Gift for Your High School Graduate: Providing Perspective
By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant…