by mroche | May 10, 2022 | Investments, Investments, Moneta CIO, News Room
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...
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 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...
by Anna McDonald | Feb 9, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to accurately predict all...
by Anna McDonald | Feb 3, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on Wall Street, got the attention of the Securities and Exchange...
by Anna McDonald | Jan 11, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Tax Planning
By Lauren Randazzo, CPA – Advisor We have all heard in exhaust about the Payroll Protection Program (PPP), which was rolled out as part of the CARES Act during the pandemic’s early stages. When PPP was introduced, there was (and still is) a plethora of media...
