Insights & News
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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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Moneta Named Among Nation’s Top Defined Contribution Advisor Multi-Office Firms
Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row,…
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Moneta wins five Top Workplaces Awards and is honored among nation’s Best Places to Work for Financial Advisors
As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace…
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Tax Day for individuals pushed back to May 17
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without…
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What the Biden Administration’s First Tax Relief Legislation May Mean to You
As Americans have continued to get through the pandemic, the American Rescue Plan Act of 2021 brings a third round…
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Tax Season: Safe Document Destruction
Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging…
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First and Second Draw PPP Loans Reopen for Small Businesses with 20+ Employees
COVID-19 created unique challenges and hardships for small businesses. To help keep these businesses solvent while mitigating layoffs of employees,…
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Moneta Merges In Massachusetts Firm as $23.7 Billion RIA Expands Into Northeast
Boston-Area Firm The Berry Group Brings $625 Million to Growing Partnership ST. LOUIS — February 18, 2021 — Moneta, a…
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Where Does This GameStop Story Go Next?
Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines.…
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REFLECTING ON 2020: BE CAREFUL WHAT YOU’RE FEARFUL OF
By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker…
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Tax Planning: What to Expect with a CARES Act RMD in 2020
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a…
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How will the 2020 Election Results Affect Tax Policy and the Economy?
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral…
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One of the Largest Spending Bills Ever is Enacted as IRS Issues Second Round of Stimulus Payments
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic…
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Year-end Tax Planning Considerations
2020 has been an unusual year to say the least. As we have adapted to “new normals” throughout our lives,…
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Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector
Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for…
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Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants
Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to…
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Schwab IMPACT Awards: Moneta Featured Among Previous Winners
In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever…
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What Could Possibly Be Next in 2020?
5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar…
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Trump vs. Biden Potential Tax Changes
Ordent Visuals / Shutterstock.com As financial planners during an election cycle, we often hear the concerns of our clients and…
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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.…