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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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;…
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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.…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by slashing bond-buying in half as it prioritizes inflation over employment. Devitt said markets and consumers…
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CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in the stock market. McGinnis first addressed the misconception that investing in the stock market is…
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November was another busy month in the media for our team across local, trade and national business publications! Check out some of our media highlights below. Ingram’s: Framing your philanthropy for a season of giving…
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Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses trying to make inroads in the RIA space. The conversation also touched on what the…
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Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market volatility in the final month of a record year. Devitt noted the propensity of investors…
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Dubin will advise clients on philanthropic efforts, help guide Moneta’s Charitable Foundation and lead newly launched financial literacy program ST. LOUIS — November 30, 2021 — In time for Giving Tuesday, Moneta, a 100% partner-owned…
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In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports our evolving client needs as Andrew brings with him a vast network of relationships to…