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
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Monthly Recap – March 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S.…
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Why your financial life may need a “Family CFO”
For many successful professionals and business leaders, financial complexity does not arrive all at once; it builds slowly. Early in…
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Episode 19: What It Means to Be a Family CFO
Episode Takeaways What does it really mean for a financial advisor to act as a “Family CFO?” In this episode…
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Episode 18: Meet Danton & Kyle: Your Guides Through Complex Wealth and Life Decisions
Episode Takeaways The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from…
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Monthly Recap – February 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling…
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Quick Take: U.S.-Israel Strikes on Iran
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and…
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Emerging Markets Chat with Ashmore’s Gustavo Medeiros
Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for…
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Episode 17: Beyond the Peanut Butter Method of Philanthropy
Episode Transcript Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s…
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Monthly Recap – January 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the…
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A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…
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Moneta Office Closure – Martin Luther King Jr Day
Please note that our offices will be closed on Monday, January 19 in observance of Martin Luther King Jr. Day. We appreciate…
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Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…
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Episode 16: How a Stop Sign Can Cost You a Job
Episode Transcript Pod Episode 16 Sarah Renieri Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment…
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Monthly Recap – December 2025
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a…
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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English…
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Ask the CFP®: Should I itemize deductions or take the standard deduction?
Hello and welcome to this month’s Ask the CFP®. Today, we highlight a common tax question: should you itemize deductions…
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Moneta Holiday Schedule – Christmas and New Year 2025
Please note that Moneta offices will close at 12:00 pm local time on Wednesday, December 24 and remain closed through December…
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Episode 15: Year-end Tips & Pitfalls
Episode Transcript Episode 15 Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with…
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Monthly Recap – November 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as…
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Moneta Holiday Hours – Thanksgiving 2025
Please note that our offices will close at 3:00 pm local time on Wednesday, November 26 and remain closed through Friday,…
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Ask the CFP®: The Benefits of Giving Circles
Hello and welcome to this month’s Ask the CFP®. Today, we’re highlighting how you can maximize the impact of your…
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Episode 14: Giving Thanks
Episode Transcript Episode 14 Giving Thanks Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser…
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Monthly Recap – October 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and…
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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…