Hadary
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Jackson Wegner – Advisor As a starter on my high school basketball team, I was a 6’1” defensive specialist that guarded all five positions. I often matched up against opponents as tall as 6’9”, fighting…
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ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG is often grouped under the broader term sustainable investing, which includes impact and values-based investing…
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Alimony, also commonly known as spousal support or maintenance, is a court-ordered provision of financial support for an ex-spouse after a divorce, and in some cases, depending on various laws and factors, may be awarded…
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Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you will need to address your partner’s financials after their passing. While looking into financial documents…
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Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
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Typically, an inheritance is received after a loved one passes away, and this can be a difficult time for any beneficiary. While you’ve received a generous gift, you’re also grieving the loss of a loved…
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Are you dreaming of an early retirement? If you start planning now, it may not be out of reach. While you should develop an investment strategy early on, one benefit that often gets overlooked in…
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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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A financial windfall might seem like something out of a movie — but for more and more Americans, it’s becoming a possibility. According to the Wall Street Journal, an estimated $61 trillion in wealth will…
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Erin Hadary MBA, CFP®, CAP® | Partner Everyone deserves a financial advisor that listens to their concerns, understands their needs, and makes sound recommendations to help them achieve their financial goals. As a member of…
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Erin Hadary MBA, CFP®, CAP® | Partner When I work with people who are going through a divorce, many of them wish there were an easy “1, 2, 3 Checklist” they could work through to…
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Erin Hadary MBA, CFP®, CAP® | Partner Real estate can be an excellent investment opportunity for those who want to diversify their portfolio. But capital gains taxes can eat into your proceeds when you sell…
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Erin Hadary MBA, CFP®, CAP® | Partner Making the call to exit your business is a big decision and one that shouldn’t be taken lightly. When you’ve built a company from the ground up, it…
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Erin Hadary MBA, CFP®, CAP® | Partner Through philanthropy, families have a significant opportunity to make an impact that will last for generations. And collaborating as a family on your philanthropic goals can help strengthen…
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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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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 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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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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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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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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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…