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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$23B Wealth Management Firm, Moneta, expands to Kansas City and continues to build national scale
ST. LOUIS, September 23, 2020 – Encouraged by a successful launch of its first expansion market last year in Denver,…
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Barron’s ranks Moneta among nation’s Top 10 RIAs for combination of quality and scale
Moneta immediately stands out among other top Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because…
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HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains…
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Internal Revenue Service’s “Dirty Dozen” List of Tax Scams for 2020 Feature COVID-19 Schemes
Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several…
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5 COVID Questions to Ask a Financial Advisor
By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have…
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Investment Report: 2020–The Best of Times and the Worst of Times, so Far…
We are only halfway through 2020 and already it has been one of the most unique investing years in memory.…
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Moneta Managing Partner Eric Kittner Featured on “Smart Money Circle” Podcast
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam…
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Investment Report: Another Look at High Yield
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau…
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2020’s Second Quarter So Far and a Look Ahead
At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March.…
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Moneta becomes St. Louis area leader in fiduciary training for retirement plan sponsors
Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta…
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FA Magazine Honors Moneta Partner Nicole Bailey Among “Young Advisors to Watch”
Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020.…
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Investment Report: Direction, Degree and Timing
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April,…
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5 Strategies to Consider During Market Downturns
Since World War II, the US has experienced 12 bear markets (20% or greater drop from its most recent high).…
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Stabilizing March Market Madness: What Will it Take?
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization…
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The Four Stages of a Bear Market
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal…
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Investment Report: Policymakers Dust Off the “Global Financial Crisis” Playbook
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory…
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VIDEO: Assessing the current market pullback
The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline…
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The Coronavirus, The Market and Taxes
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview…
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Is it time to worry? Not with a plan.
“Tactics without strategy is the noise before defeat” — Sun Tzu The dictionary defines strategy as “a plan of action…
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Addressing FAQs about stock market volatility and the coronavirus
As we write this, stocks are in the midst of the worst week since the dark days of October 2008…
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The Impact to Energy as Saudi Arabia and Russia Face Off
Recent News Leading into the weekend, the market expected the Organization of the Petroleum Exporting Countries (OPEC) to cut supply…
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Perspective on market volatility on the anniversary of the Global Financial Crisis
For most of us, the Global Financial Crisis (GFC) was the worst investing environment of our lifetime and one that…
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What is going on with the coronavirus and stock market volatility?
In this month’s market update from our CIO, Bill Hornbarger explains why the coronavirus is causing market volatility, what impact…
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Why investors should avoid panic during this gut-wrenching market downturn
The speed of this week’s market downturn has been gut wrenching. Avoiding panic is the hardest thing to do with…