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by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how will you move through the process? In my experience, couples typically approach divorce in one of three…
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Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for the MSCI Emerging Markets (net return) index1 has brought emerging market equities into the collective…
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January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the S&P 500 returning 1.5% despite significant mid-month volatility. Tariff threats on European countries over Greenland…
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By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations may evolve often enough, one thing has always stayed true: eventually, you’ll need to exit your business. You’re likely aware that…
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by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of the U.S. over the weekend as snowstorms and frigid temperatures caused several deaths, grounded flights,…
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time coming, you have one thing in common with everyone else who has gone through it: uncertainty.…
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Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried its fair share of headline risks: a reordering of global defense philosophies, tariff disruptions, a…
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December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a more subdued fashion, with the S&P 500 essentially flat for the month. To be sure,…
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by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English definitions of the derivative concepts referenced throughout. INTRODUCTION The democratization of investments continues to make…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that influence what a company is worth today and what it may be worth in the future. The factors impacting a…
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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered investment adviser (RIA) firms in the United States. According to the report, Moneta leads the industry…
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November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as investor fatigue was led by concerns over rising debt to finance AI spending, elevated valuations,…
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Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, GivingTuesday arrives to turn your attention to the power and promise of philanthropy. A global movement that “unleashes the power of…
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What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in spreadsheets or private equity deals—it’s built on intentional growth and a client-first mindset. On the Next Mile Podcast,…
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely respected “Nerd’s Eye View” blog on Kitces.com. Maggie opens up about her personal journey in the financial…
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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and emerging markets advanced. Korea led all markets with a 19.9% surge, powered by semiconductors and…
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by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital federal food assistance to feed their families. The Supplemental Food Assistance Program, or SNAP, is a critical safety net that has…
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In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined the conversation to discuss the evolving landscape of succession planning within Registered Investment Advisory (RIA) firms. The episode offers a candid look at the challenges…
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Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same as stupidity.” -John Authers Few financial metaphors come close to the use of the word…
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by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full force when I return to New England. One of my pet peeves is when fellow drivers don’t…
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Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
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September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the S&P 500 up 3.7% and the Russell 2000 gaining 3.1%. Gains were led by large-cap…
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ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest Registered Investment Advisors (RIAs), today announced the Williams team from Aveo Capital Partners has joined Moneta…