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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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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Understanding Structured Notes
Hello! I’m Travis Freeman, and today I want to introduce you to structured notes. These unique investment options offer both…
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How to deal with unexpected changes
Unless you’re the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a…
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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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Episode 6: What our happiest retirees have in common
Episode Transcript Show Notes Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most, a podcast about the…
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Three Traits of Valuable Businesses
Having a valuable business could position you to do the things you want in both your personal and professional life,…
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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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The Trump 2.0 Trade: Over Before it Started?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from…
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Ask the CFP®: What is a qualified charitable distribution (QCD)?
Are you over 70½ years old and charitably inclined? Discover the benefits of a Qualified Charitable Distribution (QCD)! A QCD…
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Reclaiming Control Over the Uncontrollable
Many business owners support the lifestyles of their families, employees, and others they care about by means of running a…
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Episode 5: What do you want to BE in retirement?
Episode Transcript Show Notes Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s…
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Monthly Recap – January 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls…
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Ask the CFP®: Do Annuities Make Sense in Your Financial Picture?
Hello, today I want to discuss annuities and their role in your financial plan. Annuities are contracts with insurance companies…
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Move Fast and Break Things
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in…
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Avoiding fights among your successors
Choosing a successor to run your business is one of the most challenging decisions that you’ll make as a business…
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Early Thoughts: What to Make of DeepSeek’s Disruption
by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day…
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Ask the CFP®: What provisions of the 2017 TCJA will sunset in 2025?
Hi there! I’m Kyle Luetters, with this month’s Ask the CFP®. As we approach 2026, some big tax changes are…
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Admiral James Stavridis: Thoughts on Geopolitics and Leadership
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer,…
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The Key to Business Growth
The key to business growth often lies in the installation of value drivers. Value drivers are elements that can help…
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Fourth Quarter Investment Report
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events,…
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The $889,914 Question
A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for closely held…
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Episode 4: They’ll take me out in a wheelbarrow!
Episode Transcript Show Notes featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast…