Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start August. Weaker than expected payroll readings, a slowing manufacturing sector, and AI/technology earnings concerns prompted…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson…
Aoifinn Devitt – Chief Global Market Strategist In recent weeks the Land of the Rising Sun became the Land of the Rising Yen, and then the catalyst for a roller coaster swoon in markets followed…
Monthly Observations Sharp Rotation in Market Leadership 2024 market laggards for the year were the winners in July as a wave of risk-on sentiment rewarded those left behind by large cap growth. The catalyst came…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist For those who believe in diversification, it has been a painful decade+ of relative returns between small cap and…
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase the poet W B Yeats. Using that quip seemed too easy, however. In my many…
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves with the S&P 500 up 15.3%, the Nasdaq Composite Index up 18.6%, and the Dow…
Chris Kamykowski, CFA, CFP – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of Returns Highlights First Month of Summer The haves and have-nots were obvious in June as…
Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is overlapping with the normal emergence of a regular brood. The last time this brood emerged…
Chris Kamykowski, CFA, CFP – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound Sharply Heading into Summer Markets rebuffed the adage of “sell in May and go away”,…
Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift through noisy information, create procedural efficiencies, and enable human workers to improve their productivity. Within…
Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular by Nassim Taleb, loosely means something that benefits from chaos and volatility and is made…
Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed…
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP – Head of Investment Strategy and Research Early this year, January 11th to be exact, we received an email from our Fixed Income team following the…
By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when the SPX fell by the most in one week – 1.6%, since October, and lost…
Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued…
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors…
Making the change from receiving a paycheck to creating your own income stream can be stressful. Let’s walk through how we approach this transition.
I often hear individuals, both young and old, reference how they don’t need to worry about estate planning or who they’ve selected as beneficiaries because they’ve executed a Will. Let’s set the record straight. A…
James Chalmers – Senior Advisor Some people are planners; others are procrastinators. Some are one-thing-at-a-timers, and some are a combination, depending on the topic. Retirement, though, is an area for which planning is not just…
Want to take the guesswork and the stress of timing the market off your plate? History and statistics tell us that timing equity markets is not generally a successful long-term portfolio strategy. At Moneta, we…
Research shows that the cost of education has risen 3-fold over the last 20 years. Here’s a chart from U.S. News & World Report that illustrates the average tuition growth across universities from…