News & Insights
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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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Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
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The Anatomy of a Bubble
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week…
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Monthly Recap – February 2024
Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the…
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Winds from the East
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China…
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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…
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The Nvisible Hand
Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year…
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Mixed Signals in the Last Mile
By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or…
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January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
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A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
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US Presidential Elections on the Horizon: Perspectives for the Investor
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a…
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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…
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Transitional
By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the…
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No More Snow Days
By Aoifinn Devitt, CFP® – Chief Global Market Strategist As the Midwest shivers through its first real cold spell of 2024…
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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…
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December 2023 Monthly Recap
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF…
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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…
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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…
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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…
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November 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance…
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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…
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Is the Land of the Rising Sun Rising Again? Narrative on Japan Changing
By Rick Bettger, MBA – Investment Research Analyst You might have to go all the way back to the 1980s…
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Barely There
By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. …
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Channeling Goldilocks
By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the…
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October 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month…