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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
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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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Enjoy Our Team Newsletter – First Quarter 2025
As we enter spring and warmer temperatures, our team is thrilled to introduce our Quarterly Newsletter. We truly value your…
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Protecting You From WhatsApp Impersonation Scams
An Important security alert. This post aims to address a concerning trend in financial fraud: impersonation scams via WhatsApp and…
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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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Disaster Response
On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept through a wide…
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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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T is for Tax, C is for Charitable
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthand list of the various strategies…
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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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Ready for Take Off: Private Air Travel
By Anna McDonald, Director of Family Learning When most people think of private air travel, they often conjure images of…
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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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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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How to ensure your retirement is as successful as your career
Translating complex executive compensation into your dream retirement In the fast-paced world of corporate leadership, planning for retirement can often…
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A Freeze Precedes a Drought
Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in January have led to a…
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From Profit to Purpose
How to navigate the emotional transition into retirement after life as a business owner Selling your business is more…
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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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Buying Property Abroad: What You Need to Know
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You…
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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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Should You Buy That Yacht in Retirement?
The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, but the…
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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…