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20 April 2010
Open newsletter
Inside this issue:
· The Changing Face of the Municipal Bond Market
· Yield: The Elusive Prize
· The Lost Decade that Wasn't
The first quarter of 2010 is behind us—generally a very positive one for the markets. In this issue of Investment Observations, we look at three key issues for Moneta clients. In “Yield: The Elusive Prize,” chief investment strategist, Bill Hornbarger, outlines the risks inherent in chasing yield, and reminds us (in an oft-quoted phrase from financial newsletter writer Ray De Voe), “More money has been lost reaching for yield than at the point of a gun.” “The Changing Face of the Municipal Bond Market,” looks at fundamental and permanent changes to the composition of the bond market as a result of the financial crisis, and principal, Tim Halls, provides a compelling look at what some have called, “The Lost Decade.” Tim’s article has a slight twist on that assumption. In addition, we have provided—as a courtesy—a glossary of terms to help some clients better understand the complexities of these issues, especially the vernacular that is an integral part of these discussions. You will find it on page 2.
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16 March 2010
Inside this issue:
· The Complexities of Coping with
· Our Aging Loved Ones
· Having the Tough Conversations
· Priceless Communication:
· A Personal Account
· By the Numbers
This Observations newsletter relies on the wisdom of experience to help clients cope with what, for many families, can be a troubling stage of life: dealing with aging loved ones. Three Moneta principals, CEO Gene Diederich, Linda Pietroburgo and Don Kukla, have written about their personal experiences, and we feel certain that these stories of trial and error will be valuable to those of you who are facing, or may face, some of the same problems and worries. In addition, we have provided a pullout with tips from a geriatric care manager and suggestions for the kinds of resources that may be helpful starting points as you do your own research about where and from whom to find answers, expertise and care.
‘By the Numbers’ includes surprising statistics from a variety of relevant publications and other outlets, all focused on the issues addressed in this newsletter.
Open Newsletter
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10 December 2009
Inside this issue:
- Fear and Greed
- Socially Responsible Investing
- Inflation: Let's Worry About Something Else...
As 2009 comes to a close, our Chief Market Strategist, Bill Hornbarger, takes a substantive look at the two nemeses which haunt many investors: Fear and Greed. His discussion is particularly related to these emotions during the unprecedented events of the last 12 months. Investment Analyst Luke Ferraro presents a practical commentary on infl ation fears, while Principal Linda Pietroburgo addresses Socially Responsible Investing, a topic garnering a lot of interest in industry publications and one clients may want to know more about.
Open newsletter
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01 October 2009
Inside this issue:
· Introducing Bill Hornbarger
· Inflation and Your Portfolio
· Of Roads and Roadkill
· Let's Talk About Gold
Our third-quarter Investment Observations newsletter addresses inflation concerns. It includes
suggestions on how to protect your portfolio from inflation, a discussion about gold as a hedge and a clever analogy comparing our portfolios to unexpected collisions drivers have with deer — and how the unexpected affects us. But most important, this issue of our newsletter introduces Bill Hornbarger, Moneta Group’s Chief Market Strategist. We’re delighted to present Bill to our clients and friends.
Open Newsletter
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01 July 2009
Inside this issue:
· Teaching Fiscal Responsibility
· Round Table Q&A
· Are You Your Child's ATM?
· Buying a Home: Should You Help?
Our summer Observations newsletter addresses a topic many clients wrestle with: how to talk to kids about money and help them learn financial responsibility. We gathered suggestions and commentary from a number or sources—including our own 20-something Moneta folks—and even provide you with a ‘worksheet’, reprinted with permission from Share Save Spend® (visit sharesavespend.com), that may help you start important conversations with your children. Also, we introduce ‘By the Numbers,’ a column of fascinating statistics from a variety of relevant publications and other outlets. We hope you enjoy reading them!
Open Newsletter
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01 April 2009
Inside this issue:
· Introducing Gene Diederich
· Interview with Dr. Joel Prakken
· The Great Wall Street Scandal
This Investment Observations newsletter introduces Moneta Group CEO Gene Diederich, details a big Wall Street scandal, and includes an updated interview with Joel Prakken, chairman of Macroeconomic Advisors. Joel was a panelist at our Town Hall Meetings in October 2008. MA issues regular reports on the US economic outlook and prepares periodic policy analyses. A 2006 study by the Federal Reserve Bank of Atlanta found that over a 19 year period, MA was the most accurate forecaster of the US economy. Moreover, MA was the only team whose 'current year' forecasts beat the consensus over that period, a feat some have argued is virtually impossible. MA received the National Association for Business Economics Forecast Award for 2006.
Open Newsletter
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01 January 2009
Inside this issue:
· Time to Recovery
· Coca-Cola: The Ticking Time Bomb?
· The Investing Environment in 2008
Our fourth-quarter Investment Observations newsletter addresses concerns voiced by you, our clients, in response to the constant barrage of news related to the current financial situation. Along with our bi-weekly 'Voice of Moneta' e-mails and ongoing communications you have with individual principals, we hope to provide answers to your questions and perhaps service as a ‘voice of reason’ in the relentless negative news that has claimed the headlines.
Open Newsletter
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01 October 2008
Inside this issue:
· As Nick Murray says...
· Remember the Lifeboat Drill
· Great Idea or Great Investment?
· Negotiating Savings
Just as we were preparing to go to press with our third quarter Investment Observations newsletter, dramatic events unfolded in headlines and on news broadcasts across the country and the world as Wall Street reeled from the credit bubble pop. That made the articles we planned irrelevant, so we went back to the huddle and called a new play.
Open Newsletter
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01 July 2008
Inside this issue:
· Estate Planning
· Legacy Planning: The Four Pillars
· All in the Family: Passing Down the Family Business
· Fair vs. Equal: Planning the Distribution of Your Estate
· Planning for the 21st Century Family
· What To Do With That Inheritance
How exciting! We present you a newsletter about everyone’s least favorite topic: Estate Planning. Quite frankly, this important piece of your financial puzzle can be a technical and personal nightmare.
Open Newsletter
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01 February 2008
Inside this Issue:
· Exciting and Positive Changes Afoot at Moneta Group
· Social Security Benefits
· Gold Watch? No Thanks: New Thinking on Retirement
· Understanding Basic Concepts
· Seniors and Retirees: Beware of Financial Scams and Scammers
· Last, But Certainly Not Least….
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