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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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…
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Active Strikes Back: Early Signs of Active Management Proving Its Worth
Mark Webster, CFA – Senior Investment Research Analyst Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research The…
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Fuel to the Fire
By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The…
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Monthly Recap – August 2023
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Tim Side, CFA® – Investment Strategist Click here to download…
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Our Lease is Up
By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we…
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The Sweetest Thing
By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store…
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Monthly Recap – July 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There…
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Is a Recession Inevitable?
by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all…
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X Marks the Spot
By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the…
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Q2 2023 Review: The Anti-Fragile Economy – Resilient and Unflappable
By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild…
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Monthly Recap – June 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged…