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Retirement Planning: With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially ready to retire, rising inflation and a slumping stock market may be fueling doubts. Some – especially those with a solid...
Here are 5 Better Ways to Donate to Charities in 2022 – And Cut Your Tax Bill
By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite nonprofit organizations. But with nearly everyone taking a closer look at all of their expenses, it may also be a good...
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,...
Game On: Fed Raises Rates to Combat Inflation
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve has “taken the gloves off.” By raising...
Moneta Moment – How to React When the Market Declines
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David Wickenhauser takes this Moneta Moment to discuss how investors can keep their emotions in check when reacting to volatility in...
CIO Moneta Moment – What Now for Inflation?
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt, is here to discuss what that means for you and your portfolio. Inflation is now broad-based, driven by the pandemic...
Investment Team Update – Nowhere to Hide
Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high growth sectors have been in the crosshairs of investor disdain...
Game On: Fed Raises Rates to Combat Inflation
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve has “taken the...
Moneta recognized by St. Louis Business Journal for charitable giving and volunteerism
The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists. Moneta ranked No. 8 among the top 25 midsize companies in the St. Louis region and was honored for its charitable giving and...
Retirement Planning: With High Inflation and an Uncertain Stock Market, Do I Have Enough to Retire?
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially ready to retire, rising inflation and a slumping stock market may be fueling doubts. Some – especially...
Investment Team Update – Nowhere to Hide
Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high growth sectors have been in the crosshairs...
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...
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...
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