View in portrait for best experience

Insights & News

Moneta Moment: New Investments Video Series from Our CIO Aoifinn Devitt

Investments

August 17, 2021

Moneta Moment: New Investments Video Series from Our CIO Aoifinn Devitt

Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of investments.

In her first episode, Devitt discusses the recent movement in bond yields and what this means for the fixed income allocation in your portfolio.

This is the first of many Moneta Moments to come. Watch for updates on our Facebook, Twitter and LinkedIn accounts.

©2021, Moneta Group Investment Advisors, LLC. These materials have been prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. Past performance is not indicative of future returns. You cannot invest directly in an index. These materials do not constitute an offer or recommendation to buy or sell securities, and do not take into consideration your circumstances, financial or otherwise. You should consult with an appropriately credentialed investment professional before making any investment decision.

Additional articles

Dive into the latest insights from our expert team with our personal touch.

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

January 3, 2025

The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

January 3, 2025

Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

VIEW ALL ARTICLES

Let’s make every moment count together…