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President Biden released some details of his proposed income tax increase, which includes among other things, calling for treating long-term capital gains as ordinary income for taxpayers with annual income exceeding $1M. Those impacted by…
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Something to Look Forward To… Tasha Borglum, Advisor A client once told me that she largely credits one thing to keeping her energized in tough times and even just in the daily grind that can…
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As one does in a new year, we reflect on the prior year. What we liked, what we disliked, what we are set out to change to make the next 12 months better. With the…
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Our team marked a significant milestone in March. It has now been a year that we have been working from home. We want to recognize this anniversary by thanking each of you for your patience…
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We eagerly welcome 2021, wishing all of you good health and happiness, and are excited to share news about our team—all designed to better serve as your Family CFO. Stephen Hoerr, MBA, CPA, CFP® joined…
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By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide…
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By Lauren Hunt, Moneta Advisor If you have a 401(k) plan, you are familiar with the benefits afforded by these popular retirement accounts. They are a great way to set aside earnings into investments that…
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Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas City. Ranked as the largest fee-only Registered Investment Advisor (RIA) based…
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How to Choose a Financial Advisor When I was reading my news feed on my phone the other day, a story popped up with the headline, “How to Choose a Financial Advisor.” This reminded me…
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Read KSDK’s full story here. © 2020 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has…
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© 2020 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. This is not…
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Meet Our New Partner: Nicole Bailey Driven by her passion for promoting females in financial services, it’s no surprise Nicole is Moneta’s youngest female partner. Her motto, “Love what you do and be authentic.” Once…
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© 2020 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. This is not…
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Moneta and the Coronavirus The article I wrote for this newsletter will have to sit on the shelf for another time as the Novel Coronavirus pandemic has upstaged all other topics. Let me give my…
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Since World War II, the US has experienced 12 bear markets (20% or greater drop from its most recent high). These bear markets were brought on by myriad events, ranging from wars to oil embargos…
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
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Happy New Year! As I write this article, we are between Thanksgiving and the end of the year, with all the accompanying excitement and frenzy. I have heard from many people that Thanksgiving is their…