Financial planning tips and resources to help you reach your financial goals.
Frying Pan into the Fire: Geopolitical risks taunt already unsettled markets
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline in the Wall Street Journal screamed that “Omicron (had) killed certitude.” The opinion-writer was right; in the first few weeks...
One of the Largest Spending Bills Ever is Enacted as IRS Issues Second Round of Stimulus Payments
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several days to post to individual accounts....
INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of countries into the...
What You Need to Know About the New Tax Policy Proposals in Washington
The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President Biden’s proposals and some items previously suggested by Senators. At this point, these are merely proposals under consideration that may...
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...
Should an Inverted Yield Curve Concern Investors?
Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and ResearchRich McDonald, MBA | Head of Fixed Income and Portfolio Management The first quarter of 2022 provided plenty of fodder for the markets to contend with, from historically high inflation levels and...
Investment Report: The Year Ends on a Defiant High Note
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets continued to display the stubborn resilience that has characterized much of the post-COVID rally. Volatility did spike as the quarter rolled on...
Moneta Attracts International Investment Strategist as New Chief Investment Officer
Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to announce the...
Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for...
Barron’s again ranks Moneta among nation’s Top 10 RIAs for combination of quality and scale
Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100 RIA Firms. Moneta immediately stands out on this list because of...