Johnson Team

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

The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who had expected a modest start to coming down the mountain, instead of a bold one.

So what does this mean for markets and what can we read behind the lines of this move?

Fifty and Fabulous “Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who had expected a modest start to coming down the mountain, instead of a bold one. So what does this mean […]

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

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.

Spending & Borrowing to Austerity: The US Fiscal Policy Challenge 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...

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

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

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.

Manager Due Diligence: It’s Not All in the Numbers 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...

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!

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

Read the full piece here:

Mixed Signals in the Last Mile This article touches on how the markets navigate inflation, economic indicators, and real estate trends.

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.

Family Learning: A Hallmark of Well-Being 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.