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Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they have shared throughout October: MoneyGeek: Best credit cards for people with excellent credit in 2021…
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Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a gasoline explosion. His dad has lived with Parkinson’s Disease for the past 33 years. While…
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By Aoifinn Devitt | Chief Investment Officer Highlights The third quarter was dominated by talk of inflation as the September Consumer Price Index (CPI) showed a 5.4% increase from September 2020, representing a 13-year high(1).…
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Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience ST. LOUIS — Oct. 28, 2021 — Moneta, a 100% partner-owned and fee-only firm offering advisory services through its…
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As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise with a variety of news outlets throughout the month of September. Below, we’ve compiled a…
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Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS — Oct. 13, 2021 — With evolving client needs a top priority, Moneta, a 100% partner-owned…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100…
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The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President Biden’s proposals and some items previously suggested by Senators. At this point, these are merely…
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Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for our clients. See below for a roundup of August’s media highlights with our experts’ insights:…
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Investing is not the study of finance – it’s the study of human behavior. That’s how award-winning columnist Morgan Housel framed it while hosting the second Moneta University Speaker Series event of 2021 with a…
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Your financial adviser can help you plan for the future, save for retirement, and ensure upcoming generations are set up for success. But advising services shouldn’t come with confusing fees or misleading advice. Learn about…
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There’s no summer slowdown at Moneta! From personal finance to investment strategies and market movements, a number of our team members have been busy offering their thoughts in key national and industry publications throughout the…
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Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of investments. In her first episode, Devitt discusses the recent movement in bond yields and what…
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Are Special Purpose Acquisition Companies (SPACs) too good to be true, or a leveling of the playing field in early stage investing? Moneta CIO Aoifinn Devitt interviews Peter Early, Head of Business Development at Exos,…
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Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining…
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In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on a variety of industry news. See below for the month’s media highlights: PLANADVISER: Unintended tax…
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How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general…
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In high school, it wasn’t a given that I would attend college. My parents and grandparents hadn’t earned bachelor’s degrees, nor did my aunts or uncles. Many of my friends entered the workforce or started…
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It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to…
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Start spreading the news, Moneta has its own trust company! This move provides our advisors with tools to more efficiently pass clients’ net worth onto the next generation and furthers our commitment to fiduciary practices…
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Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to…
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Empathy is not just some touchy-feely emotion. It’s a survival skill. That’s how award-winning journalist and best-selling author Celeste Headlee described it while kicking off the 2021 Moneta University Speaker Series with a webinar on…
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Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice regarding cryptocurrencies and does not bill clients for the education it may provide them on…
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Last week, the Bureau of Labor Statistics reported that U.S. consumer prices exploded in April by the most since 2009 – far exceeding consensus and fueling the debate about how long inflationary pressures will last.…