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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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…
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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…