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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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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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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Monthly Recap – December 2024
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove…
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Andrew Hipple Earns Enrolled Agent Designation
We are pleased to announce that Andrew Hipple has recently earned the prestigious designation of Enrolled Agent (EA) – the…
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Lane Hipple Annual Gift Drive Delivers Once Again
Lane Hipple answers the (jingle) bell Once again, the clients and staff of Lane Hipple put forth an overwhelming effort…
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Medicare Premiums Going Up by 5.9%
The Medicare Part B premium will be $185 per month in 2025, a 5.9% increase from this year’s $174.70. Most…
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Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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Lane Hipple’s Annual Donation Drive
**UPDATE 12/11/24** Thanks to your overwhelming generosity, all the gifts listed below were purchased, and we still have a week…
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Gifting Wealth: Tax-Efficient Ways to Share Wealth During the Holidays
Share Wealth and Save on Taxes this Holiday Season The holiday season is a time for giving, and for those…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
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Monthly Recap – October 2024
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…
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Trump 2.0: Quick Thoughts on Results, Reaction and Implications
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before…
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Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a…
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Creditable Drug Coverage
This article was written by Elaine Floyd, CFP® and modified from the original, found here. A key feature of Medicare—and any…
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Financial Transparency: Long-Term Financial Planning Tips for Couples
Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about…
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We are Proud Sponsors of Urban Promise International
On September 28, 2024 paddlers circumnavigated Petty’s Island in voyager canoes to raise money for three causes: 1) UrbanPromise International…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…
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Monthly Recap – August 2024
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start…
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Spending & Borrowing to Austerity: The US Fiscal Policy Challenge
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man.…
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When Narratives Collide
Aoifinn Devitt – Chief Global Market Strategist In recent weeks the Land of the Rising Sun became the Land of…