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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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…
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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…