by Daniel Kukla | May 28, 2021 | Investments, News Room, Uncategorized
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 Kelly Fortado | Feb 26, 2021 | Gast Freeman Team, Uncategorized
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line of Credit. I’m generally a fan of HELOCs for tax and cost reasons, but let’s...
by Kelly Schmitt | Feb 22, 2019 | Uncategorized
Download the PDF here After a difficult and tumultuous end to 2018 for the markets, equities broadly rallied to start the New Year. The markets were buoyed by strong economic data at the beginning of the year, positive comments and developments related to trade and...
by Kelly Schmitt | Sep 19, 2018 | Uncategorized
Download the PDF Here While many investors are satisfied with domestic equity markets given year-to-date returns, emerging markets (EMs) have not provided the same level of contentment. Through the end of August, the MSCI Emerging Markets Index was down 6.93%,...
![[Investment Monthly] IS THE YIELD CURVE TRYING TO TELL US SOMETHING?](https://mk0moneta2wyyo3vktx5.kinstacdn.com/wp-content/uploads/2018/08/Glasses-Pens-and-Chartslow-res.jpg)
by Kelly Schmitt | Aug 20, 2018 | Uncategorized
Download the PDF here One of the things that financial professionals have watched closely this year is the shape of the yield curve and, specifically, the flattening that has taken place. The yield curve illustrates the interest rates (or yields) of a series of bonds...
by Anna McDonald | Aug 7, 2018 | Compardo, Wienstroer, Conrad & Janes, Uncategorized
We are pleased to announce that Diane Compardo, managing partner and leader of the Compardo, Wienstroer, Conrad & Janes Team at Moneta, has been named to Ingram’s list of 50 Missourians You Should Know for 2018. This annual list recognizes Missourians that reflect...
