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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Preparing to File Your Taxes
By Brighton Samet, Moneta Tax Planning Consultant This is the time of year that you should be receiving copies of…
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A Full-Blown Assault on the Ukraine jolts Markets and Commodities
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation…
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Frying Pan into the Fire: Geopolitical risks taunt already unsettled markets
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline…
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Moneta CEO Eric Kittner honored among St. Louis “Titan 100”
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the…
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Barron’s features Moneta CEO Eric Kittner among Wealth Management’s Next-Gen CEOs
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked…
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Moneta named Top Workplace for ninth consecutive year
As Moneta’s national footprint grows, so do the awards. After eight straight years of being recognized as a Top Workplace…
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Investment Report: The Year Ends on a Defiant High Note
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets…
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What Are the Contribution Limits for Qualified Retirement Accounts in 2022?
Each year, the IRS designates contribution limits to qualified retirement plans. Maximizing your annual contributions is one of the best…
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WATCH: Moneta CIO Aoifinn Devitt Discusses the recent slump of the US Dollar on Bloomberg TV
Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US…
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Five Moneta Advisors Advance to Partner
Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted…
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Financial Planning quotes Moneta CEO Eric Kittner among industry leaders: “The RIA is the model that’s winning”
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story…
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Moneta CIO Aoifinn Devitt tells US News she expects inflation to be elevated in 2022
US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by…
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CNBC Select quotes Moneta Partner Patrick McGinnis about investing in the stock market
CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in…
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Moneta in the News: November 2021
November was another busy month in the media for our team across local, trade and national business publications! Check out…
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InvestmentNews Podcast features Moneta CEO Eric Kittner in conversation about RIA industry trends
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses…
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WATCH: Moneta CIO Aoifinn Devitt discusses US equities and inflation on Bloomberg
Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market…
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Moneta Names Deborah Dubin as Firm’s First-Ever Chief Philanthropy Officer
Dubin will advise clients on philanthropic efforts, help guide Moneta’s Charitable Foundation and lead newly launched financial literacy program ST.…
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Moneta in the news: Introducing our new Head of Alternative Investments Andrew Kelsen
In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports…
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Moneta in the News: October 2021
Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they…
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John O’Leary: Being Out of Bed Doesn’t Mean You’re Awake
Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a…
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INVESTMENT REPORT: AN END TO SUMMER CHEER AS CONCERNS START TO FESTER
By Aoifinn Devitt | Chief Investment Officer Highlights The third quarter was dominated by talk of inflation as the September…
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Moneta Appoints Accomplished Industry Professional Matthew Harlan as Director of Trust Services for Moneta Trust
Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience ST. LOUIS — Oct.…
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Moneta in the News: September 2021
As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise…
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Moneta Deepens Bench with Appointment of Andrew Kelsen as Head of Alternative Investments
Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS —…