Insights & News
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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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A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
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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…
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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…
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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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No More Snow Days
By Aoifinn Devitt, CFP® – Chief Global Market Strategist As the Midwest shivers through its first real cold spell of 2024…
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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…
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December 2023 Monthly Recap
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF…
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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…
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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…
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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…
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November 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance…
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After the Harvest; Now where to Reap?
By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this…
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Is the Land of the Rising Sun Rising Again? Narrative on Japan Changing
By Rick Bettger, MBA – Investment Research Analyst You might have to go all the way back to the 1980s…
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Lane Hipple’s Annual Donation Drive – 2023
Updated 12/20/23 – THANK YOU so much to our clients for your generosity and kindness! Our collection for families with…
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Barely There
By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. …
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Channeling Goldilocks
By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the…
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October 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month…
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Managing Expectations
By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat…
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Down But Not Out – In Defense of “Balance” in an Upside-Down World
By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal…
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Market Serves up Tricks and Treats
By Aoifinn Devitt, CFP® – Chief Investment Officer It’s cooling down outside now, but earnings season is heating up. As expected the…
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Q3 2023 Report – One Step Forward, Two Steps Back
By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging…
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A Chill Descends
By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the…
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September Monthly Recap
Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September…
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Shut-down Fears Heat Up
By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a…