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By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we near the end of official summer, the economy continues to hum along like a lazy…
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by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS stating that the 12/31/22 Form 8955-SSA was not filed timely or was incomplete. The notice…
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by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were part of the SECURE 2.0 Act passed in December 2022. The IRS guidance granted a…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store aisles. Like corporations and their earnings stores have become adept at telegraphing activity like holidays…
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Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There was no stopping the upward momentum that started in June as most risk markets moved…
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For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities, but it also presents unique challenges. To overcome these challenges and foster family cohesion, family…
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by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all the buzz about artificial intelligence (AI) these days, this quote from 1999’s hit movie, The…
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Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the fourth biggest box office weekend in US history. However, as for much of the past…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
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Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged in June, putting banking concerns, recession fears and the debt-ceiling debate behind them. The US…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the July 4 holiday nears, there are fireworks by night and smoke by day, at least in our neighborhood in the Midwest. The grayish haze triggers a search…
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Tim Side, CFA, Research Analyst Executive Summary Since 2005, the U.S. has seen productivity growth persistently below long-term historical averages. Using the 1990’s as a proxy, there is potential for generative artificial intelligence to boost…
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By Aoifinn Devitt, CFP® – Chief Investment Officer On this day, June 21st, the longest day of the year in the Northern hemisphere, it is normal to think about cycles. The cycle from light into dark, the…
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By Aoifinn Devitt, CFP® – Chief Investment Officer While the US Fed paused for breath in this week’s rate decision, markets were a little more flustered. With a focus alternately on whether Jerome Powell was definitely committing…
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As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise to empower more sophisticated offerings. Moneta recently added Senior Family Office Advisor Heather Kline, who…
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By Aoifinn Devitt CFP® – Chief Investment Officer Now that the debt ceiling storm has passed and pundits have moved on to breathless analysis of the growing Presidential primary field, there’s been time for regulators…
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By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at present as the NASDAQ outperformed the S&P 500 and the Dow for the fourth week…
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Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and capital in general has been used as a lever to effect change, have influence and…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and Fixed Income Back in January, we wrote about the extraordinary measures being undertaken by the…
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Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the official coronation of King Charles III took place in the UK. On this side of…
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Moneta has a longstanding relationship with the Missouri Baptist hospital system: Blair is currently a Missouri Baptist Medical Center Board member, Moneta Partner Mark Conrad is a Missouri Baptist Healthcare Foundation Board member (Moneta Partner…
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Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
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Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…