Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
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A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…
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Learning From a Legacy – 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with…
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What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time coming,…
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Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…
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Monthly Recap – December 2025
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a…
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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English…
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Is your business worth what you think it is? Understanding business value drivers
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that influence what a company is…
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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered…
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Monthly Recap – November 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as…
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Giving Tuesday: Generosity All Year
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, GivingTuesday arrives to turn your attention…
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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in…
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely…
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Monthly Recap – October 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and…
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Addressing Hunger
by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital federal food assistance to feed their…
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Exploring Succession Planning in RIAs: Insights from Moneta CEO Eric Kittner on the Deep Dive Podcast
In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined the conversation to discuss the evolving landscape of succession…
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Bubbles and Bankruptcies
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same…
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Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full force when…
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Third Quarter Investment Report – 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments,…
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Monthly Recap – September 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the…
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest Registered…
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Phil-AND-thropy: The Power of “Yes, AND…”
If you have ever been to an improvisational comedy show, you know the power of “YES, AND…” thinking, a fundamental principle…
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Moneta Merges in New Jersey RIA, Expanding National Footprint
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent,…
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Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms.…
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Monthly Recap – August 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks.…