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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.…
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Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move, Moneta, a 100% partner-owned firm offering advisory services through its registered investment…
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As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our insight and expertise on various topics, trends and industry themes. Check out…
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By Chris Kamykowski, CFA | Moneta Investment Consultant Twelve long months ago, the world faced a truly unique uncertainty while coming to grips with the onslaught of a global pandemic and sharp economic contraction arising…
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The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations rallying to help each other in times of need stands as…
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Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row, the National Association of Plan Advisors (NAPA) recognized Moneta on its list of the nation’s…
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As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021.…
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Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service…
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As Americans have continued to get through the pandemic, the American Rescue Plan Act of 2021 brings a third round of economic stimulus checks along with $1.9 trillion in COVID relief to the economy. Checks…
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Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items…
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COVID-19 created unique challenges and hardships for small businesses. To help keep these businesses solvent while mitigating layoffs of employees, the government created a federal relief program under the CARES Act – the Paycheck Protection…
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Boston-Area Firm The Berry Group Brings $625 Million to Growing Partnership ST. LOUIS — February 18, 2021 — Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to…
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Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on…
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By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to…
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By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll…