investment portfolio

  • First Quarter Investment Report

    First Quarter Investment Report

    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 to present a muddied picture. All eyes remained on AI and its ramifications, while economic strength was the gift that…

    Read More

  • Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder 

    Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder 

    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 joins Moneta from Wells Fargo with about $279 million in assets under management (AUM), bringing Moneta up to approximately $34 billion…

    Read More

  • An Assessment of Geopolitics and Changing World Order – Part 3

    An Assessment of Geopolitics and Changing World Order – Part 3

    “The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II, investors have also had to grapple with the most rapid rate hiking cycle from the Federal Reserve since 1980, deteriorating…

    Read More

  • Introducing Moneta North

    Introducing Moneta North

    We are thrilled to welcome you to our new “Moneta North” office. Our space is on the 10th floor of the Shaw Park Plaza building at the corner of Brentwood Blvd. and Forsyth Blvd., just north of the beautiful Shaw Park.  ADDRESS: 1 North Brentwood Blvd., Clayton, MO 63105 COVERED PARKING: For your convenience, we…

    Read More

  • Freight is Fraught, and Banks make Bank

    Freight is Fraught, and Banks make Bank

    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 1.5% on Friday alone).  The escalation in regional tensions in the Middle East between Israel and Iran, were somewhat diffused…

    Read More

  • Why I Serve – The Muny

    Why I Serve – The Muny

    by Michael Torney, J.D., CFP®, LL.M. I remember the first time I saw a show on Broadway.  Les Misérables and I was a kid.  I was hooked.  The energy from the performers, the full house, the vocal/acting/dancing talent,  the music!  I love the theatre.  It provides an experience you can’t get elsewhere – there’s an escape…

    Read More

  • Physicians Guide – Determining Your Disability Insurance Need

    Physicians Guide – Determining Your Disability Insurance Need

    By Wesley Sebacher, CFP®, CAIA® Disability insurance is a critical component of financial planning for physicians. Physicians invest years of their lives and significant financial resources in their career, and their ability to earn an income is one of their most valuable assets. This guide will help you understand disability insurance for physicians, including the coverage…

    Read More

  • Totally Eclipsed

    Totally Eclipsed

    Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar eclipse was an almost spiritual experience for those lucky enough to be in its path, and the moment of cosmic perfection seemed like a pause for breath amid an increasingly frenetic backdrop. Markets, too, are…

    Read More

  • Monthly Recap – March 2024

    Monthly Recap – March 2024

    Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market remainingrobust as the first quarter came to a close. The S&P 500’s 10.2% quarterly returngave the index its second consecutive…

    Read More

  • St. Louis Area Property Tax Relief: A Quick Guide

    St. Louis Area Property Tax Relief: A Quick Guide

    Senior Tax Strategist – Abby Donnellan, CPA Are you a senior homeowner in St. Louis City, County, or St. Charles County? All three areas offer property tax relief programs for qualifying seniors. This blog will give you a quick rundown of eligibility requirements and application details. St. Louis City Age: 62 or older by September 1st…

    Read More

  • Expecting the Unexpected 

    Expecting the Unexpected 

    Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can face devastating consequences due to a business owner’s death or permanent incapacitation. Fortunately, there is a way to mitigate the risk of unexpected events wreaking havoc on you, your business, your family, your employees, and…

    Read More

  • The Halve of It: Rehashing the Bitcoin Saga

    The Halve of It: Rehashing the Bitcoin Saga

    by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and skepticism run rampant for those evaluating the merits of Bitcoin. The recent uptick in conversation is not without merit and…

    Read More

  • Physicians Guide – Determining Your Life Insurance Need

    Physicians Guide – Determining Your Life Insurance Need

    By Wesley Sebacher, CFP®, CAIA® Life insurance is an essential financial tool for physicians, as it provides a safety net for families in the event of untimely death. Physicians often have unique financial needs and earning potential, thus understanding the type of insurance and amount of coverage needed is crucial. In this guide, we’ll explore the…

    Read More

  • Ask the CFP®: What is the Team’s Approach to the Financial Planning Process?

    Welcome to this month’s Ask the CFP® segment. We’ve been asked to describe our team’s approach to the financial planning process.   Our team believes in holistic, goals-based financial planning that puts the client first. We function as the quarterback of your overall financial management and work together with your other advisors and Moneta’s internal…

    Read More

  • Caution to the Wind?

    Caution to the Wind?

    Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly, we may have seen the end of global central bank convergence. Just as the Bank of Japan signaled an end to its NIRP (negative interest rate policy) by hiking rates for the first time in…

    Read More

  • The Anatomy of a Bubble

    The Anatomy of a Bubble

    Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle. And while it’s true that “some like it hot”, namely the consumer, indications of a higher-than-expected CPI report for February…

    Read More

  • Physicians Guide – Optimizing Your Debt Management 

    Physicians Guide – Optimizing Your Debt Management 

    By Wesley Sebacher, CFP®, CAIA® Debt management is a crucial aspect of financial wellness for physicians. You have invested a significant amount of time and money in your education and training, accompanied by the high costs associated with medical education. This guide aims to provide essential strategies to effectively manage debt and work toward financial…

    Read More

  • Monthly Recap – February 2024

    Monthly Recap – February 2024

    Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the S&P 500 breaking the 5000 level for the first time, surging over 5%. Even non-US markets experienced new market tops with Europe’s Stoxx 600 hitting a record high and Japanese Nikkei 225 finally surpassing its…

    Read More

  • Winds from the East

    Winds from the East

    Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds.  Despite the fact that China continues its decline on the global market stage, its policies cast a long shadow.  When looked at as a percentage of the Emerging Market index – China…

    Read More

  • Ask the CFP®: Should I Buy Travel Insurance?

    Planning a trip is exciting, inspiring…and nerve-wracking. As you compare options, piece together the details, make deposits, and purchase tickets, the whirlwind of anticipation can quickly be derailed by “what ifs…” What if one of us gets sick – before or during the trip? What if a family emergency means we need to cancel our…

    Read More

  • Physicians Guide – Exploring Student Loan Repayment Options 

    Physicians Guide – Exploring Student Loan Repayment Options 

    By Wesley Sebacher, CFP®, CAIA® As a physician, you have invested a significant amount of time and resources into your career. For most physicians, this investment into oneself is accompanied by a considerable amount of student loans. Physicians have several options for repaying these student loans and opportunities for forgiveness. The specific repayment options available…

    Read More

  • All-Time Highs: Is it all Downhill from Here? 

    All-Time Highs: Is it all Downhill from Here? 

    Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity markets seem as frequent as Taylor Swift sightings at Kansas City Chiefs’ football games. Multiple new record highs by the S&P 500 have hit in quick succession with 13 between January 19th and February 23rd.…

    Read More

  • The Nvisible Hand

    The Nvisible Hand

    Aoifinn Devitt, Chief Global Market Strategist Better than expected.  It has been a bit of a mantra for the year so far – better economic growth, better trend of inflation, a better outlook for jobs and a better level of the S&P. And now the much-awaited Nvidia revenues were better than expected – up 265%…

    Read More

  • Advisor Kyle Luetters Featured in MoneyGeek – Experts’ Tips on Getting Life Insurance at 60

    Advisor Kyle Luetters Featured in MoneyGeek – Experts’ Tips on Getting Life Insurance at 60

    MoneyGeek recently featured Advisor Kyle Luetters in an article where he provides tips on getting life insurance at 60. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.* What are the key factors 60-year-olds should consider when choosing a life insurance policy? This is a great question. Life…

    Read More

  • Mixed Signals in the Last Mile

    Mixed Signals in the Last Mile

    By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or lose.” Lyndon B. Johnson In this election year we probably also have politics, and stump speeches, on our minds, and as we embark on a new year in markets we may seek clarity on what…

    Read More