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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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…
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Markets Mixed as Growth and Tech Names Jump on Hopes That the Fed Might Have Reached an Inflection Point on Hiking Rates
This week was dominated by banking worries that started with the collapse of Silicon Valley Bank last week and spread…
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Silicon Valley Bank – A Not So Broken Record
Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest…
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U.S. Wholesale Inventories Fell in January for the First Time Since July 2020
Still Up 15.8% Since January 2022 On Tuesday, the U.S. Census Bureau announced the following new wholesale trade statistics for…
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Not So Fast
Aoifinn Devitt – Chief Investment Officer Markets meandered somewhat aimlessly over the past week with the now familiar mix of resilient…
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The Other Side of the “Pause”: Market Returns When the Fed Stops Hiking
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long…
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5 Ways a Financial Advisor Can Help You Prepare for Tax Season
A Strong Tax Strategy is Part of a Thoughtful, Comprehensive Financial Plan Tax season is upon us and, while not…
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A Bruising Tussle and Buyback Blowback
Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week…
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Durable Goods Orders Sink by 4.5%
On Tuesday, the U.S. Census Bureau announced the January advance report on durable goods manufacturers’ shipments, inventories and orders: New…
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Existing Home Sales Drop for 12th Straight Month, Lowest Since 2010
On Tuesday, the National Association of Realtors reported that existing-home sales fell for the 12th straight month in January. In…
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Inflation Was Up 0.5% in January and 6.4% Over the Past 12-Months
On Tuesday, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index for All Urban Consumers (CPI-U) rose…
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Not Out of the Woods Yet
Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although…
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Lost in Translation
Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of…
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2022 Goods and Services Deficit Increased By $103 Billion From 2021
On Tuesday, the U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced that the goods and services deficit was $67.4…
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Manufacturers in Texas Saw Growth in Factory Activity Slow in January
Every month, the Federal Reserve Bank of Dallas asks Texas business executives questions on labor market conditions and the results are…
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Markets End 2022 On Positive Note & Hope For a Better 2023
Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that…
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A Wintery Mix
Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be…
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5 investment ideas for small-business owners struggling to keep their finances liquid
Three local financial experts share their advice. Written by Gene Marks Even as commercial lending rates have more than doubled…
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Conference Board Leading & Coincident Economic Indicators Pointing to a Recession
The Conference Board was founded in 1916 by a group of CEOs “concerned about the impact of workplace issues on…