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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Financial Tips for Doctors with Student Loan Debt
How to Get Strategic About Tackling Your Medical School Costs Medical school can certainly be viewed as an investment –…
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All Too Routine “Extraordinary Measures”
Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) …
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Quarterly Tax Ideas
GETTING OUT OF THE MARKET BECAUSE OF TAXES? Are you thinking about bailing out of stocks because you are worried…
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When The Party is Over – Better Safe Than Sorry
Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. …
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Small Business Optimism Drops Amidst Continued Inflation Challenges
The National Federation of Independent Business was founded in 1943 and is the largest small business association in the U.S. The…
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Mortgage Applications Drop as Mortgage Rates Increase
Mortgage Applications Drop as Mortgage Rates Increase On Wednesday, the Mortgage Bankers Association announced that mortgage applications decreased 13.2% from…
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Passing an Inheritance to Your Children: 8 Important Considerations
Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly,…
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The China Dilemma
Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets…
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An Arresting Development – Or A Few
Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer…
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Be Careful What You Wish For
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a…
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S&P 500 Sector Performance for November 2022
As volatility declined, all 11 S&P 500 sectors advanced for the month Over every single time period, sector performance will…
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The Importance of Having a Business Succession Plan
Regardless of your business, at some point, in order for the business to successfully continue, the owners must decide who…
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Savvy Year-End Wealth Management Moves
Make the Most of These December Money Moves Everyone goes into the year with the best of plans, but December…
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5 Reasons Women Should Plan for Long-Term Care
Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Security As healthcare costs continue to…
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Market Insights – Nov. 30, 2022
Home-Price-Gains Continue to Decline Across the United States On Tuesday, S&P Dow Jones Indices released the latest results for the…
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A Mild Bout of Market Indigestion
Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were…
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A Blockbuster Bankruptcy and a World Cup Like No Other
Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the…
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Moneta Moment – A Testing Moment for Real Estate
Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient…
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No Room for Surprises
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a…
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Jobs Matter, But Not in the Usual Way, This Election Day
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the…
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Volatility Higher as Fed Focused on Inflation
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Understanding Stock Options: ISOs, NQSOs & Restricted Stock
Employee stock options can be a valuable way to take advantage of your company’s growth and enhance your financial security.…
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Midterm Elections – What Do They Mean For Markets?
Studying the history of stock market returns relative to midterm elections will give you a sense of how impactful they…
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Not Exactly the Same Song Sheet
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this…