Hadary
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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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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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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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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 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…
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The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also…
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By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several…