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Original article written by: Elaine Floyd, CFP®Director, Retirement and Life PlanningHorsesmouth, LLC If you are eligible for Medicare, you likely received an Open Enrollment packet in the mail where you can see how your plan…
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Unfortunately, due to inclement weather, our annual Shred Day event scheduled for Saturday, October 18, is cancelled. We plan to reschedule this event, so be on the lookout for that new date in a future email. We…
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![[Test] 10/16/25](https://team.monetagroup.com/wp-content/uploads/2025/09/AdobeStock_1307523132_Preview.jpeg)
Moneta Central article test.
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Episode Transcript Episode 13 Debunking social media myths Kyle: And welcome to this edition of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle…
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Fall is upon us. How quickly this year has gone! Days are becoming shorter, but the air is crisp, and the colors are changing. We hope this season brings you endless joy alongside friends and family, and peace of mind knowing that our…
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Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
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Quarterly Letter “To swim a fast 100 meters, it’s better to swim with the tide than to work on your stroke.” – Warren Buffet After a rocky start to the year given concerns over tariffs,…
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September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the S&P 500 up 3.7% and the Russell 2000 gaining 3.1%. Gains were led by large-cap…
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Good day, everyone and welcome to this episode of Ask the CFP®. Are restricted stocks part of your financial picture? These are shares granted to employees as part of their compensation, but they come with…
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ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest Registered Investment Advisors (RIAs), today announced the Williams team from Aveo Capital Partners has joined Moneta…
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We are proud to celebrate Cynthia Kirkpatrick, CPA, CFP®, Senior Advisor at Moneta, on being named one of the Missouri Athletic Club’s 2025 Women of Distinction honorees.
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ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent, partner-owned Registered Investment Advisor (RIA) firms, announced today that Lane Hipple Wealth Management Group (“Lane…
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Episode Transcript Episode 12 featuring Peter Biondo Navigating business from family station wagon to World Champion Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast…
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Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms. This ‘size effect’ has been in existence for at least forty years and is evidence…
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August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks. The Russell 2000 (+7.1%) led the way, while the S&P 500 (+2.0%) and Nasdaq Composite…
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Welcome to this episode of Ask the CFP® discussing the key differences between Incentive Stock Options, Non-Qualified Stock Options, and Restricted Stock Units. The type of stock options granted is usually determined by the company’s…
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Please note that September 1 is Labor Day, and our offices will be closed. Additionally, our offices will be closing early at 3:00 PM local time on Friday, August 29, and response time may be delayed. Thank you for your…
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Many people have a romantic view of what retirement looks like…beaches, cruises, road trips, sitting next to a pool with no responsibilities— but in reality, many business owners struggle in retirement because they don’t know…
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Welcome to this month’s Ask the CFP®. Today, I’ll discuss how the 401(a)(17) limit affects your 401(k) contributions as company executives. The IRS sets annual limits on compensation that can be counted toward retirement plan…
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Family learning is a critical component of successful generational wealth management. Family members who are prepared, informed, and credible tend to be contributing leaders to the family enterprise. Families with significant wealth that stand the…
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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
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July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…
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Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters; I am joined by Danton Troyer. And,…
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The cost of higher education continues to rise, making it important for families to explore savings options that can help them manage future expenses. One widely used approach is the 529 plan, a tax-advantaged savings…