Team Feed
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The Medicare Part B premium will be $185 per month in 2025, a 5.9% increase from this year’s $174.70. Most individuals pay no premium for Part A, as long as they’ve paid into Medicare at…
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Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President Donald Trump, eliminating any concern over protracted fighting over election results. In addition, Republicans gained…
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**UPDATE 12/11/24** Thanks to your overwhelming generosity, all the gifts listed below were purchased, and we still have a week to go! If you would still like to donate, we will accept gifts card to…
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Share Wealth and Save on Taxes this Holiday Season The holiday season is a time for giving, and for those who wish to share their wealth, there are financially efficient strategies that help you give…
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
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Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
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We are thrilled to announce that Aoifinn Devitt MBA, CFP® has joined our growing team! With an impressive career spanning over two decades in the financial industry, Aoifinn brings a wealth of experience and expertise…
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Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
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We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
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As we digest the moment that a nation has been waiting for – there is one feeling that is universal – certainty. After many cycles of disputed elections, a decisive result brings closure, and US…
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Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear path for how their estate will be handled after they pass. Despite its importance,…
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This article was written by Elaine Floyd, CFP® and modified from the original, found here. A key feature of Medicare—and any insurance really—is that the system only works if people maintain continuous coverage. This is why…
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What do they mean for markets?
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While not the most common form of company ownership, Employee Stock Ownership Plan (ESOP)s have found a niche. According to the National Center for Employee Ownership, as of 2021, there were approximately 6,533 ESOPs in…
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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about their financial status, goals, and future plans, they build trust and foster better communication, both…
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On September 28, 2024 paddlers circumnavigated Petty’s Island in voyager canoes to raise money for three causes: 1) UrbanPromise International and the global expansion of their UrbanTrekkers Experiential Learning Program; 2) UPromise100, an initiative that…
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Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among…
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Compardo, Wienstroer & Janes at Moneta
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Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When done thoughtfully, it can amplify the positive impact a family has on society and future…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
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Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a shift in leadership brings an air of uncertainty that permeates the economy, affecting everything from…