Main Feed
-
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole, Wyoming, Fed Chairman Jerome Powell hoisted a dose of reality onto the markets…
-
Employees dedicate their talents and time to their work, and as an employer, you want to reward them with a secure retirement. Additionally, you want to offer competitive benefits to attract new talent. One of…
-
By Maggie Rapplean, CFP®, Senior Advisor, Moneta – Solo entrepreneurs, business owners and professionals often work days, nights and weekends. They may not have time to put together a financial plan that would save a…
-
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
-
The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists. Moneta ranked No. 8 among the top 25 midsize companies in the St. Louis region and was…
-
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David Wickenhauser takes this Moneta Moment to discuss how investors can keep their emotions in check when…
-
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt, is here to discuss what that means for you and your portfolio. Inflation is now…
-
Aoifinn Devitt | Chief Investment Officer The war between Russia and Ukraine, historic inflation, rising interest rates and concerns about the economy’s resilience have all contributed to the volatile start in 2022 for equity markets. While…
-
A financial advisor can help you set a personal budget, plan for the future, and set financial goals. While there are many kinds of financial advisors — from robo-advisors to seasoned wealth managers — not…
-
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began with concerns over tighter monetary policy amidst rampant inflation has now been…
-
Aoifinn Devitt | Chief Investment Officer This episode of the Moneta Moneywise Podcast is a robust and packed discussion on topics that are gripping markets today as Moneta’s CIO Aoifinn Devitt shares a conversation with…
-
Since no two people have the same economic situation, it is crucial to pick an investment advisor that can meet your unique needs. The financial sector is vast and includes multiple services, from budgeting to…
-
Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research Rich McDonald, MBA | Head of Fixed Income and Portfolio Management The first quarter of 2022 provided plenty of fodder for the markets to contend…
-
By Brighton Samet, Moneta Tax Planning Consultant This is the time of year that you should be receiving copies of all your necessary tax documents. Besides the normal W-2s and 1099s, this year many taxpayers…
-
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation took a tragic turn overnight, governments are jostling to respond to the most blatant act…
-
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline in the Wall Street Journal screamed that “Omicron (had) killed certitude.” The opinion-writer was right;…
-
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St.…
-
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked a seminal moment in Moneta’s history as the founders passed the firm off to the…
-
As Moneta’s national footprint grows, so do the awards. After eight straight years of being recognized as a Top Workplace in St. Louis from 2014-2021, Moneta was named among the “Top Workplaces USA” award winners…
-
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets continued to display the stubborn resilience that has characterized much of the post-COVID rally. Volatility…
-
Each year, the IRS designates contribution limits to qualified retirement plans. Maximizing your annual contributions is one of the best ways to efficiently save for retirement. But not every employer offers a retirement plan, and…
-
Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US dollar has made the asset no longer investable. The conversation touched on the impact of…
-
Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tony, Patrick, Michael,…
-
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors…