Did You Earn $500,000 in 2021? You May Still Have Time to Reduce 2021 Taxes and Set Up a Long-Term Retirement Savings Plan

Did You Earn $500,000 in 2021? You May Still Have Time to Reduce 2021 Taxes and Set Up a Long-Term Retirement Savings Plan

By Maggie Rapplean, CFP®, Senior Advisor, Moneta – Solo entrepreneurs, business owners and professionals often work days, nights and weekends. They may not have time to put together a financial plan that would save a significant amount of their income for retirement while also cutting their taxes by possibly tens of thousands of dollars each year. But it’s often easy to do – and there is still time to do this and file your 2021 taxes on time if you filed an extension.

Inflation and Interest Rates Reach New Records

Inflation and Interest Rates Reach New Records

Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears and a lackluster market...

Game On: Fed Raises Rates to Combat Inflation

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 for months around whether inflation was transitory and to what extent, the US Federal Reserve has “taken the gloves off.” By raising...

Moneta Moment – How to React When the Market Declines

Moneta Moment – How to React When the Market Declines

David Wickenhauser  | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David Wickenhauser takes this Moneta Moment to discuss how investors can keep their emotions in check when reacting to volatility in...

CIO Moneta Moment – What Now for Inflation?

CIO Moneta Moment – What Now for Inflation?

Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt, is here to discuss what that means for you and your portfolio. Inflation is now broad-based, driven by the pandemic...

Investment Team Update – Nowhere to Hide

Investment Team Update – Nowhere to Hide

Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high growth sectors have been in the crosshairs of investor disdain...

CIO Moneta Moment – Market Volatility

CIO Moneta Moment – Market Volatility

Aoifinn Devitt | Chief Investment Officer The war between Russia and Ukraine, historic inflation, rising interest rates and concerns about the economy’s resilience have all contributed to the volatile start in 2022 for equity markets. While Moneta’s Chief Investment...

Investment Report: Headwinds and Crosscurrents

Investment Report: Headwinds and Crosscurrents

Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research David Wickenhauser CFA®, CFP®,MBA | Investment Strategist The first quarter was not the auspicious start to 2022 that many hoped to see. Markets remained...