Kukla McGinnis Brown Team

05/02/2025

The Kukla McGinnis Brown team is pleased to welcome Debbie Rahn, CTFA, CFP®, CDFA, as a Family Office Specialist to Moneta! Debbie brings over twenty-five years of experience helping high net worth and ultra-high net worth families meet their financial goals through effective estate and financial planning. Welcome Debbie!

02/11/2025

January's monthly recap covers the "January Effect," Chairman Powell's inflation optimism, and the massive DeepSeek disruption to the AI industry.

Read the full recap here.

Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on equities. However, a mid-month, dovish inflation report presented mark...

02/04/2025

Gains across all areas last month suggest a positive start to the year for markets; the first time in almost three years that everything gained. However, this good news quickly became less important when over the weekend, President Trump announced large tariffs on imports from our three largest trading partners, Canada, Mexico, and China.

Follow the link below for more from our Investment Team.

Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly from a tough December. Gains across all areas last month suggest a positi...

01/30/2025

In one fell swoop, a whole industry operating at the edge of innovation was itself dramatically disrupted by a “new” competitor: DeepSeek. However, understanding what was happening in the world/industry of AI leading up to this event is important.

Follow the link below for some recent history that may be helpful.

by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day for the world of artificial intelligence (AI).  In one fell swoop, a whole industry operating at the edge of innovation was itself dramatically disrupted by a “new” comp...

01/17/2025

Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. Follow the link below for the key takeaways.

Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. The retired four-star U.S. naval officer and former 16th Supreme Allied Co...

01/14/2025

Our investment team covers the events from 2024's final quarter in their newest article. These topics include the state of economies worldwide, key policy items for the incoming US administration, how the markets faired to end the year, and more.

Follow the link below to read the full piece.

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events, including snowstorms in in the South and Midwest, wildfires in LA, Bird Flu on the rise, an incoming US president threatening a takeover of Greenland, and a rapidly rising 10-Year Treasury yield...

01/07/2025

December's monthly recap reviews an unseasonal end to a solid year, the Fed's rate cuts throughout the month, and the strength of employment in the US.

To read the full recap, follow the link below.

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove markets higher in November but failed to maintain momentum in December. Historically, December has been the second-best month on average for the S&P 500 since 1970, but ...

12/09/2024

November's monthly recap highlights former President Trump's resounding victory, the Fed's 25 basis point interest rate cut, and the post-election crypto buying spree.

To read the full recap, follow the link below.

11/21/2024

Potential Trump policies are being speculated on continuously, but right now, tariffs seem to be at the forefront of markets’ (and clients’) minds. Our investment team dedicates their newest blog post to this topic. Follow the link to read the full piece.

11/14/2024

Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Our investment team takes a closer look at these trends in the article below.

11/11/2024

Markets took a breather in October ahead of the U.S. election and FOMC meeting in early November. Follow the link below to read our investment team’s October recap.

11/06/2024

We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a few details: the system worked, election results were emphatic, and we have clarity on leadership for the next four years.

We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a few details: the system worked, election results were emphatic, and we have clarit...