Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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Roth IRA Conversions – A Powerful Tool for Legacy Planning
Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® High-net-worth families can face unique challenges when it comes to retirement…
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Monthly Recap – March 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S.…
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Can You Outlive Your Retirement Planning Even as a High-Net-Worth Investor?
It’s a question we get from all types of clients, “will I have enough?”. High-net-worth clients have substantial assets, but…
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Investing with Purpose: Building Your Personalized Impact Framework
At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection…
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It’s all part of the plan: The Next Generation of Estate Planning
Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the…
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Inside the Numbers: Using Trusts as IRA Beneficiaries
Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many HNW families, preserving wealth across generations is about more…
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Monthly Recap – February 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling…
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Nature as Infrastructure: The Rise of Nature-Based Investing
In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based…
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Quick Take: U.S.-Israel Strikes on Iran
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and…
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Missouri Homestead Disaster Tax Credit for 2025 Storm Damage
Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of…
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The SECURE Act and Inherited IRAs: Does Your Family Need to Re-Think Retirement Assets
Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many families, particularly those who have high net worth, retirement…
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Emerging Markets Chat with Ashmore’s Gustavo Medeiros
Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for…
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Wall Street Rally Leads to History: Dow 50,000
Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter…
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Monthly Recap – January 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the…
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A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…
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Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…
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Monthly Recap – December 2025
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a…
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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English…
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Purpose and Philanthropy: Turning Wealth into Meaningful Impact
Compardo, Wienstroer & Janes at Moneta At Moneta, we believe your wealth should empower you—to make a difference, shape your…
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Monthly Recap – November 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as…
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Monthly Recap – October 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and…
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Bubbles and Bankruptcies
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same…
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Third Quarter Investment Report – 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments,…
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Monthly Recap – September 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the…