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
-
Totally Eclipsed
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…
-
Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
-
The Halve of It: Rehashing the Bitcoin Saga
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to…
-
Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
-
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…
-
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…
-
Winds from the East
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China…
-
Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of…
-
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…
-
The Nvisible Hand
Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year…
-
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…
-
January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
-
A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
-
Family Learning: A Hallmark of Well-Being
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture…
-
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…
-
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…
-
Transitional
By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the…
-
No More Snow Days
By Aoifinn Devitt, CFP® – Chief Global Market Strategist As the Midwest shivers through its first real cold spell of 2024…
-
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…
-
December 2023 Monthly Recap
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF…
-
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…
-
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…
-
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…
-
November 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance…