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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Augmented Reality Amid the Sense of Calm
By Aoifinn Devitt CFP® – Chief Investment Officer Now that the debt ceiling storm has passed and pundits have moved…
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The Apple of the Market’s Eye
By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at…
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Sustainable Investing Check In – Where Are We Now?
Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and…
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Lane Hipple Sponsors 2nd Annual Noelle’s Light Golf Classic
The charity event helped raise over $70,000 The mission of Noelle’s Light is to deliver financial support to distressed families…
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The X Factor: Congress Faces Tight Timeline for Debt Ceiling Resolution
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and…
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Exam Season
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the…
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Are You Protecting Your Online Financial Information?
How to Keep Your Sensitive Information Safe from Cyber-Criminals Do you manage some or all of your finances online? It’s…
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Social Security for Divorced Individuals
Written by Elaine Floyd, CFP® If there is one key differentiator between baby boomers and their parents, it is the…
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Number of Job Openings Drops for 3rd Month to Lowest Level in 2 Years
The number of job openings decreased to 9.6 million on the last business day of March, according to the U.S.…
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From the Ceiling to the Floor
Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder…
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EQUITY MARKETS MIXED AGAIN THIS WEEK AS TECH NAMES MAKE A BIG JUMP
THE SMALLER-CAPS LAG AND 1Q2023 GDP DISAPPOINTS It was another mixed week for equity markets, as the large-cap S&P 500,…
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Investment Quarterly Report – Q1 2023 – Cycles, Tremors, And An Impending Credit Crunch?
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of…
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Business Applications Up 4.5% and Business Formations Up 5.4%
The U.S. Census Bureau announced the following seasonally adjusted business application and formation statistics for March 2023. The Business Application…
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Does the “Buck” Stop Here? Current Concerns with U.S. Dollar Dominance
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say…
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Wholesale Sales Jump in February While Inventories Rise Modestly
On Monday, the U.S. Census Bureau reported new wholesale trade statistics for February 2023.
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Construction Spending Down in February But Up Year-Over-Year
On Monday, the U.S. Census Bureau reported that construction spending during February 2023 was at an annual rate of $1,844.1…
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F-oiled Again
Aoifinn Devitt – Chief Investment Officer Just when it seemed like inflation was firmly receding based on last week’s PCE…
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Fed vs. Market
Tim Side, CFA, Research Analyst With the March Federal Open Market Committee (FOMC) meeting behind us, the day of reckoning…
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How Inflation Impacts Wealth Management and Investment Strategies
Navigating High Inflationary Periods and Protecting Your Wealth Over Time Inflation is an economic concept that describes the increase in…
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Inheriting Wealth: How to Preserve and Grow Your Family’s Legacy
Inheriting wealth can be a life-changing event, but it also comes with a great responsibility to preserve and grow your…
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Modest Growth in Texas Manufacturing But Outlook Worsens
The Federal Reserve Bank of Dallas conducts the Texas Manufacturing Outlook Survey monthly to obtain a timely assessment of the…
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The Space Between A Rock and A Hard Place
Aoifinn Devitt – Chief Investment Officer The 25 bps rate hike delivered yesterday by Fed Chairman Powell gave us some insight…
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Existing Home Sales Jump in February as Median Home Prices Slide for the First Time in Almost 11 Years
On Tuesday, the National Association of Realtors reported that “existing-home sales reversed a 12-month slide in February, registering the largest…
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“March Madness” Continues: Credit Suisse Succumbs to Crisis of Confidence
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research Mark Webster, CMFC®, Senior Investment Research Analyst Markets are currently…