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.
Featured in
The latest
-
Monthly Recap – August 2026
August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood…
-
Looking to the Helpers
by Deb Dubin, Chief Philanthropy Officer It’s hard to believe it’s been 25 years since the tragic events of 9/11. For…
-
The Bond Market Speaks: Unraveling the Recent Increase in Interest Rates
Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we…
-
The Three Planning Arenas™
A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many business owners, the business is far…
-
Donor Strategies for Impact
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that their giving is transactional,…
-
Monthly Recap – July 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a…
-
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads…
-
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because…
-
Enjoy Our Team Newsletter – Second Quarter 2026
As we close out the second quarter of 2026, we’re soaking up everything summer has to offer: longer days, sunshine, and the kind…
-
How to Build a Philanthropic Mission Statement That Reflects Your Focus
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways in which you’d like to…
-
Second Quarter Investment Report – 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three…
-
Monthly Recap – June 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for…
-
Raising Charitable Children: Modeling and Mentioning
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for instilling compassion, empathy, and social responsibility. With…
-
You Negotiated the Offer. Did you Plan for What Comes Next?
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives receive a promotion, most expect a…
-
SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement
Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satellite internet and ambitious plans for…
-
What Is Philanthropy? Ways to Engage
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement can be a source of togetherness, learning and…
-
Monthly Recap – May 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while…
-
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness, kindness, and a long-term plan…
-
The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might feel unnecessary to plan for a disaster that may never come. Thinking…
-
A Semi-Charmed Earnings Season
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often…
-
Is Your Student’s Data Safe? Best Practices After the Canvas Breach
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university platform for course…
-
Monthly Recap – April 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March,…
-
Macroeconomic and Market Chat with Carlyle’s Jason Thomas
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle,…
-
Enjoy Our Team Newsletter – First Quarter 2026
We hope that the first quarter of 2026 set the stage for you all to have a fantastic year. Here in Colorado, we’ve experienced…