Johnson Team

02/10/2025

We are thrilled to announce that Gigi Reedy has been promoted to Client Service Manager! Congratulations, Gigi!

09/16/2024

We are thrilled to announce that Rebecca Wipfler has been promoted to Senior Client Service Manager! Congratulations, Rebecca!

08/30/2024

In this new piece, our investment team examines the dynamics of U.S.’s debt and deficits and provide some insights on the potential investment implications.

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 and James Madison in 1790, which allowed for the US Treasury t...

08/21/2024

Please join us in congratulating Johnson Team Client Service Manager, Rebecca Wipfler, for passing the CFP®️ exam!

08/21/2024

Please join us in congratulating Johnson Team advisor, Jack Grover, for passing the CFP®️ exam!

06/07/2024

While machines might one day fully automate portions of the investment process, many aspects of investment manager research require deliberate attention to human-centric ingredients. See how Moneta approaches the qualitative human aspects believed to be explanatory and repeatable in producing successful investment outcomes.

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 the world of investment manager due dilige...

05/20/2024

Please join us in congratulating Stacey Hoehne, Senior Client Manager on the Johnson Team, for passing her Paraplanner exam and becoming a Financial Paraplanner Qualified Professional™️.

Great job, Stacey!

02/20/2024

This article examines how the markets navigate inflation, economic indicators, and real estate trends.

Read the full piece here:

This article touches on how the markets navigate inflation, economic indicators, and real estate trends.

02/13/2024

Families committed to learning who are intentional about their family purpose and culture are better equipped to stand the test of time. As families begin a learning program, a few fundamental principles will help guide them.

Read below for a brief preview, and follow the button to read the complete piece from Moneta's Director of Family Learning Anna McDonald.

Discover the power of family learning and how it can lead to well-being and long-term success. Learn why words matter and how they can shape your family culture.

01/20/2024

Congrats to our new class of Partners!

Moneta Group Investment Advisors announces the promotion of five Moneta Advisors to Partners. Susan Brown, James Chalmers, Maggie Rapplean, Mike Torney, and Benjamin Trujillo have completed the rigorous Partner in Training program and demonstrated their ability to lead, grow the business, and delive...

10/30/2023

It’s cooling down outside now, but earnings season is heating up. See what this means for a wide range of sectors, from consumer goods to telecoms and technology, in our newest blog post. Read the full piece here:

Read article: Market Serves up Tricks and Treats. Moneta Group offers comprehensive wealth management services.