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 recognized by St. Louis Business Journal for charitable giving and volunteerism
The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists. Moneta ranked No. 8 among the top 25 midsize companies in the St. Louis region and was honored for its charitable giving and volunteerism at the St....
Retirement Planning: With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially ready to retire, rising inflation and a slumping stock market may be fueling doubts. Some – especially those with a solid...
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?
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
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
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
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...
Revisiting the Emerging Markets Allocation
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began with concerns over tighter monetary policy amidst rampant inflation has now been exacerbated by the upending of world...
Moneta Moneywise – A Conversation with Cathie Wood of ARK Invest – Disruptive Innovation Under the Microscope
Aoifinn Devitt | Chief Investment Officer This episode of the Moneta Moneywise Podcast is a robust and packed discussion on topics that are gripping markets today as Moneta’s CIO Aoifinn Devitt shares a conversation with legendary tech investor Cathie Wood, the...