NEWS
Investment Report: Direction, Degree and Timing
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April, with most equity market segments posting double digit returns for the month. April provided welcome relief for...
Forbes spotlights Moneta Partner Diane Compardo among nation’s Top Women Wealth Advisors
Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of the 1,000 women ranked this year, Forbes...
Investment Report: Pandemics, Deficits and a Look Ahead
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) The financial markets have taken investors on a tumultuous journey in the first quarter of 2020, with equities seeing record highs before plunging into bear territory in the shortest time frame on...
Breaking News: Quarterly Tax Payment Deadline Extended
The Department of Treasury and the Internal Revenue Service (IRS) announced yesterday that any individual or corporation that has a quarterly estimated tax payment due on or after April 1, 2020 can wait until July 15 to make that payment. No late-filing penalty,...
An Additional $2.3T in Federal Reserve Programs
CNBC reported today that the Federal Reserve announced another $2.3 trillion package that includes a Main Street business lending program. Main Street loans will range from $1-25 million for businesses with up to 10,000 employees and less than $2.5 billion in...
March’s Unprecedented Shock to the Market and a Look Ahead
March Madness in the Market In March 2020 the 11-year bull market ended and at a pace that was the fastest in U.S. history. The emergence of COVID-19 in the U.S. as well as the subsequent measures to stem the spread of the virus sparked a rapid deterioration in...
Stabilizing March Market Madness: What Will it Take?
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal, appear to have buoyed markets over recent...
Investment Report: Policymakers Dust Off the “Global Financial Crisis” Playbook
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory with the S&P 500 down 30% from its recent record close; volatility has spiked to levels not seen since the Global Financial Crisis...
VIDEO: Assessing the current market pullback
The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline happened is one of the fastest on record. “Violent” is the word Moneta CIO Bill Hornbarger used to describe these market swings in his latest video...
The Coronavirus, The Market and Taxes
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to avoid panicking. “I would tell you...