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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…
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If you have ever been to an improvisational comedy show, you know the power of “YES, AND…” thinking, a fundamental principle for collaboration. A participant accepts a given scenario and then adds value to the scene…
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ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent, partner-owned Registered Investment Advisor (RIA) firms, announced today that Lane Hipple Wealth Management Group (“Lane…
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Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms. This ‘size effect’ has been in existence for at least forty years and is evidence…
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August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks. The Russell 2000 (+7.1%) led the way, while the S&P 500 (+2.0%) and Nasdaq Composite…
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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
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July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…
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Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
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June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic strength reduced earlier recession fears and further improvement within various trade negotiations helped risk assets.…
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Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear facilities. While this most recent escalation has yet to escalate into a significant market moving…
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May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions, notably a de-escalation in tensions between the US and Europe, sent most major indices higher.…
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An Important security alert. This post aims to address a concerning trend in financial fraud: impersonation scams via WhatsApp and other messaging platforms. These sophisticated scams target clients of financial planning firms like ours, and…