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Retirement Planning: Do I Really Have Enough Wealth to Retire?

Retirement Planning: Do I Really Have Enough Wealth to Retire?

By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us, this transition is a great thing. You’ve worked hard and now it’s time to kick back and reap the rewards. If you're sure...

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The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are talking with you and rebalancing, where necessary,...

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Investment Report: Another Look at High Yield

Investment Report: Another Look at High Yield

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked in February of 2020. The U.S. economy...

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2020’s Second Quarter So Far and a Look Ahead

2020’s Second Quarter So Far and a Look Ahead

At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the NASDAQ closed at a record high level on June 10. Equity markets and other...

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Investment Report: Direction, Degree and Timing

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...

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Investment Update: Election Year Market Impact

Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social unrest collided with unprecedented fiscal and monetary policy support, resulting in bond yields...

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HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN

By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a vesting schedule. The...

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5 COVID Questions to Ask Your Financial Advisor

By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st century would bring...

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