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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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…
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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…