by Anna McDonald | Jul 29, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Investments, Money & Life, Professional Athletes
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of countries into the...
by Anna McDonald | Jul 23, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for...
by Anna McDonald | Jun 29, 2021 | Compardo, Wienstroer, Conrad & Janes, Investments
Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to announce the...
by Anna McDonald | Jun 1, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Investments, Professional Athletes
Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice regarding cryptocurrencies and does not bill clients for the education it may provide them on crypto. 2021 has been a...
by Anna McDonald | May 26, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Investments, Professional Athletes
Last week, the Bureau of Labor Statistics reported that U.S. consumer prices exploded in April by the most since 2009 – far exceeding consensus and fueling the debate about how long inflationary pressures will last. Headline CPI rose 0.8% in April from March for...
by Anna McDonald | Mar 16, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large part, the sudden rise in the 10-year yield. Days that see an easing...
