News Room
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We are thrilled to welcome you to our new “Moneta North” office. Our space is on the 10th floor of the Shaw Park Plaza building at the corner of Brentwood Blvd. and Forsyth Blvd., just…
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CWJ Team Quarterly Newsletter – Q1 2024
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ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels, a new war in Europe, and tightening monetary conditions. Flash forward to 2024…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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Updated 12/20/23 – THANK YOU so much to our clients for your generosity and kindness! Our collection for families with children from the local school district was very successful. Every item on their wish list…
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Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list. This year was no different. Barron’s ranked Moneta No. 14 on its list of the “2023 Top 100 RIA Firms,”…
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by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS stating that the 12/31/22 Form 8955-SSA was not filed timely or was incomplete. The notice…
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by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were part of the SECURE 2.0 Act passed in December 2022. The IRS guidance granted a…
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We are thrilled to announce that Advisor – Margie Glenn, CPA, CFP®, has been chosen by the Greater Kansas City Chamber of Commerce to participate in the prestigious Centurions Leadership Program as part of the…
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Cinnaminson Education Foundation Raises Over $45,000 On Monday, June 19, 2023, Lane Hipple Partner Thomas Lane, III, along with his fellow board members, hosted the annual Cinnaminson Education Foundation golf outing. On a beautiful day…
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The charity event helped raise over $70,000 The mission of Noelle’s Light is to deliver financial support to distressed families that are receiving treatment & care following a life-threatening fetal diagnosis. Their efforts are dedicated…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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The number of job openings decreased to 9.6 million on the last business day of March, according to the U.S. Bureau of Labor Statistics. Over the month, the number of hires and total separations were…
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THE SMALLER-CAPS LAG AND 1Q2023 GDP DISAPPOINTS It was another mixed week for equity markets, as the large-cap S&P 500, mega-cap DJIA and tech-laden NASDAQ all finished the final week of April in the green…
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The U.S. Census Bureau announced the following seasonally adjusted business application and formation statistics for March 2023. The Business Application Series describe the business applications for tax IDs as indicated by applications for an Employer…
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On Monday, the U.S. Census Bureau reported new wholesale trade statistics for February 2023.
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On Monday, the U.S. Census Bureau reported that construction spending during February 2023 was at an annual rate of $1,844.1 billion, 0.1% below the revised January estimate of $1,845.4 billion. The February figure is 5.2%…
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Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners in its Cherry Creek location. After 30 years as a single-office RIA in St. Louis,…
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The saying goes that there are two things certain in life: death and taxes. This past month reminds us that a close third is that a failed bank will create ample fear and anxiety for…
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The Federal Reserve Bank of Dallas conducts the Texas Manufacturing Outlook Survey monthly to obtain a timely assessment of the state’s factory activity. Firms are asked whether output, employment, orders, prices and other indicators increased,…
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Moneta ranked in the top 25% across all similarly sized companies in six of 12 key culture categories evaluated in the survey: Company Direction, Cross-Team Collaboration, Leaders In-The-Know, Meaningful Work, Open Minded Culture, and Supportive…
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On Tuesday, the National Association of Realtors reported that “existing-home sales reversed a 12-month slide in February, registering the largest monthly percentage increase since July 2020. Month-over-month sales rose in all four major U.S. regions.…