June 12, 2019
Father’s Day Finance Tips: How should your investment strategy change once you have children?
Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride…
June 11, 2019
How tuning in to financial media can harm your investment portfolio
By Bill Hornbarger, Moneta CIO “Individuals who cannot master their emotions are ill-suited to profit from the investment process.” -Benjamin…
May 28, 2019
An Update on Liquid Alternatives
On December 16, 2008, the Federal Open Market Committee lowered the target Fed funds rate to 0% and this important…
May 23, 2019
Investment Report: Risk Rebounds
By Bill Hornbarger, Chief Investment Officer at Moneta March marked the 10th anniversary of the low on the S&P 500…
May 2, 2019
The perils of being out of the market
Earlier this week we saw record-high closes for the NASDAQ and the S&P 500. Some people might be asking, “Where…
April 29, 2019
Moneta increases scale with expanded investment research team
Moneta garnered national media attention with the announcement of its new investment consulting partner, DiMeo Schneider & Associates. Citywire reporter…
March 27, 2019
HAPPY BIRTHDAY BULL MARKET: 3 WAYS TO PREPARE FOR THE NEXT FINANCIAL STORM
By Bill Hornbarger, Chief Investment Officer at Moneta We recently celebrated the 10-year anniversary of the S&P 500 ascending from…
March 21, 2019
Investment Report: Fed Policy Evolves
By Bill Hornbarger, Chief Investment Officer at Moneta After a difficult end to 2018, the equity market rallied broadly to…
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…