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Original article written by Elaine Floyd, CFP® – Director of Retirement and Life Planning at Horsesmouth, LLC. Turn on your television at any time of the day or night now and you are likely to get hit with ads confirming…
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Episode Transcript Episode 14 Giving Thanks Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of…
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely respected “Nerd’s Eye View” blog on Kitces.com. Maggie opens up about her personal journey in the financial…
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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and emerging markets advanced. Korea led all markets with a 19.9% surge, powered by semiconductors and…
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by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital federal food assistance to feed their families. The Supplemental Food Assistance Program, or SNAP, is a critical safety net that has…
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Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same as stupidity.” -John Authers Few financial metaphors come close to the use of the word…
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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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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…