Investments

March 21, 2019

Investment Report: Fed Policy Evolves

By Bill Hornbarger, Moneta’s Chief Investment Officer After a difficult end to 2018, the equity market rallied broadly to begin…

February 27, 2019

Can Anything Derail the U.S. Equity Freight Train?

As of the close of the third quarter 2018, the S&P 500 index (U.S. Large Cap equities) continued to show…

January 31, 2019

Investment Report: 2018 Year in Review

Download the PDF Here Taking one final look back at 2018 reminded us of several interesting highlights. The year featured…

January 3, 2019

Update from Our CIO: Staying Positive About the New Year’s Outlook

As we begin a new year and look toward what it may bring, negative headlines and declining stocks have many…

December 21, 2018

[UPDATE FROM OUR CIO]: A Different Perspective

What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you?…

December 18, 2018

[Investment Monthly] ‘TIS THE SEASON: WILL THE MARKETS HAVE A GREEN OR RED YEAR?

Download the PDF here With the holiday season upon us and decorations lining the streets, two colors seem to be…

November 21, 2018

[Investment Monthly] Qualified Opportunity Funds: What Investors Need to Know

Download the PDF here The U.S. Treasury Department has released details on proposed regulations involving the tax implications of certain…

October 25, 2018

[Investment Quarterly] Economy on Solid Footing but Caution Still Warranted

Download the PDF here “Distinguishing the signal from the noise requires both scientific knowledge and self-knowledge.” –Nate Silver In the…

May 16, 2018

[Investment Monthly] Looking Beyond the Sideways Market

Download the PDF here The U.S. stock market, as measured by the S&P 500 Index, has been mired in a…

April 20, 2018

[Investment Quarterly] Is a New Market Regime on the Horizon?

Download the PDF here “When the weather changes, nobody believes the laws of physics have changed. Similarly, I don’t believe…