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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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…
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Why, When it Comes to Volatility, Enough is Enough
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election…
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Should Investors Worry About Mid-Term Elections?
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed…
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Social Security Gets Biggest Boost Since 1981
The Cost of Living Adjustment, or COLA, from the Social Security Administration (SSA) is announced every fall and has major…
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All Eyes on Earnings as Predictions Grow Grim About Shocks and Aftershocks
Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear…
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7 Year-End Tax Planning Tips
Consider preparing for the upcoming tax season by taking advantage of a few important end-of-year tax strategies. Original article from…
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Shelter from the Storm
Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week,…
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Don’t Get Spooked by Estate Planning
Tackle Your Estate Planning Fears and Plan for the Future Nothing strikes fear into the hearts of adults quite like…
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Can You Hear Me Now?: Fed Provides Clarity at Jackson Hole
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of…
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Five Charitable Giving Strategies that Come with Tax Advantages
Enjoy the Financial Benefits of Your Philanthropic Efforts Charitable giving tax advantages are probably not the first thing on your…
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It’s Back to School Time: Does Your Retirement Savings Plan Earn a Passing Grade?
Here’s How to Give Your Financial Education a Boost They don’t often teach how to create a retirement savings plan…
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Inflation Reduction Act: Biden Signs Sweeping Measures into Law
What it Means for Climate Change, Health Care, and Taxes President Biden signed the Inflation Reduction Act into law on…
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INFLATION AND INTEREST RATES REACH NEW RECORDS
Aoifinn Devitt | Chief Investment OfficerChris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by…
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Game On: Fed Raises Rates to Combat Inflation
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating…
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Every Woman Needs Her Own Financial Strategy
Ahead of National Women’s Equality Day on August 26th, this article shares key data points highlighting why women must take…