CIO Moneta Moment – Market Volatility

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

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

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...

6 Steps to Selecting an Investment Advisor

6 Steps to Selecting an Investment Advisor

Since no two people have the same economic situation, it is crucial to pick an investment advisor that can meet your unique needs. The financial sector is vast and includes multiple services, from budgeting to trust management. In general, advisors will specialize in...

Should an Inverted Yield Curve Concern Investors?

Should an Inverted Yield Curve Concern Investors?

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...

Preparing to File Your Taxes

Preparing to File Your Taxes

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...

A Full-Blown Assault on the Ukraine jolts Markets and Commodities

A Full-Blown Assault on the Ukraine jolts Markets and Commodities

Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation took a tragic turn overnight, governments are jostling to respond to the most blatant act of aggression in Europe since...

Moneta CEO Eric Kittner honored among St. Louis “Titan 100”

Moneta CEO Eric Kittner honored among St. Louis “Titan 100”

Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St. Louis’ business community by building a distinguished reputation that is...