by Daniel Kukla | May 10, 2022 | Sadler Georgen Harmon Team
After an extended period of very low inflation, 2021 welcomed: The broad distribution of the COVID vaccine Additional stimulus A booming economy Supply chain issues A tight job market, and The first signs of above-average inflation The latter issue was...
by Daniel Kukla | Apr 28, 2022 | Investments, News Room
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...
by Daniel Kukla | Mar 31, 2022 | Investments, News Room
Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and ResearchRich McDonald, MBA | Head of Fixed Income and Portfolio Management The first quarter of 2022 provided plenty of fodder for the markets to contend with, from historically high inflation levels and...
by Daniel Kukla | Mar 15, 2022 | News Room
By Brighton Samet, Moneta Tax Planning Consultant This is the time of year that you should be receiving copies of all your necessary tax documents. Besides the normal W-2s and 1099s, this year many taxpayers will also receive Letter 6475 (about the third round of...
by Daniel Kukla | Feb 22, 2022 | Investments, News Room
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline in the Wall Street Journal screamed that “Omicron (had) killed certitude.” The opinion-writer was right; in the first few weeks...
