News & Insights
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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ALAP
Aoifinn Devitt – Chief Global Market Strategist Any readers who love to ski will know that 2024 has been another…
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Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when…
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First Quarter Investment Report
Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and…
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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…
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Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
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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…
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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…
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Winds from the East
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China…
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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…
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The Nvisible Hand
Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year…
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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…
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Transitional
By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the…
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Navigating the Complex Universe of Executive Compensation Plans
Matthew Erker – Advisor Executives face a host of challenges which can differ dramatically depending on their industry, company size,…
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An Inflation Primer: How We Got Here and How to Weather It
Lucas Kulma – Advisor Following roughly a year of debate about whether it would prove transitory or lasting, inflation looks…
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Moneta CEO Eric Kittner honored among St. Louis “Titan 100”
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the…
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Barron’s features Moneta CEO Eric Kittner among Wealth Management’s Next-Gen CEOs
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked…
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Financial Planning quotes Moneta CEO Eric Kittner among industry leaders: “The RIA is the model that’s winning”
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story…
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InvestmentNews Podcast features Moneta CEO Eric Kittner in conversation about RIA industry trends
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses…
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Moneta Managing Partner Eric Kittner Featured on “Smart Money Circle” Podcast
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam…