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Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This…
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We have been closely monitoring the outbreak of the coronavirus and hope that health care officials can minimize the human toll that this type of event can bring. At the same time, we are also…
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By Bill Hornbarger, Chief Investment Officer at Moneta Last year was a banner year for the financial markets. Every major asset class we track produced positive returns, led by U.S large cap growth stocks with the…
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Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the firm as Partners, effective January 1, 2020. “These four have completed the Partner-in-Training program and…
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Both Financial Advisor Magazine and Real Assets Adviser featured Moneta in a cover story in the last year. Their in-depth articles highlight the firm’s success and demonstrate trust and respect in the firm as a…
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By Bill Hornbarger, Chief Investment Officer at Moneta This is the time of year that many investment firms start the process of calculating Capital Market Assumptions (CMAs). These are simply estimates (typically intermediate to longer term…