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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January 2025 Market Update
Quarterly Letter The year 2024 had something for everyone – a beautiful Paris Olympics, Taylor Swift-mania, an unprecedented U.S. Presidential…
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Maximizing Employee Participation in Your 401(k) Plan
By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services When discussing goals and objectives for the…
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2025 IRS Increases Retirement Plan Limits
By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services The Internal Revenue Service (IRS) announced increases to…
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October 2024 Market Update
Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three…
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Private Market Report – Fall 2024
“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire…
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Improving Workplace Productivity through Financial Wellness Education
By Sarah Bishop, Senior Retirement Plan Advisor As a business leader, investing in the financial wellness of your workforce is…
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Investing Instincts: Understanding Financial Psychology
By Amber Jones, ABFP™ – Retirement Plan Education Advisor Have you ever made a decision and then reflected on the…
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New Retirement Security Rule Reinforces Fiduciary Standards for Investment Advisors
On April 23, 2024, the Department of Labor (DOL) announced a significant overhaul to the Retirement Security Rule that strengthens…
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Private Market Report – Spring 2024
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”…
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April 2024 Market Update
QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov,…
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Kansas City Private Market Economic Outlook Event 2023
Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event…
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St. Louis Private Market Economic Outlook Event 2023
Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis.…
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2024 IRS Increases Retirement Plan Limits
By Sarah Bishop, Retirement Plan Advisor – Learn more about our Retirement Plan Service The Internal Revenue Service (IRS) announced increases…
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October 2023 Market Update
Quarterly Letter “The Fed is navigating by the stars under cloudy skies.” – Jerome Powell, Fed Chairman Every year the…
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Private Market Report – Mid-Year 2023
“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett, Chairman & CEO Berkshire…
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Is it Time to Consider Investing in Private Markets?
By Mindy Mitchell Click here to download the PDF Version. Here are some factors for evaluation. Over the past 18…
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Building a Holistic Portfolio: The Case for Both Active and Passive Funds
Click here to download the PDF version of this piece. The ongoing debate between active and passive1 investing continues as…
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IRS Erroneous Late-Filing Notices
by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS…
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IRS Grants 2-Year Delay for Roth Catch-Up Contribution Requirements
by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were…
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A Path to Family Harmony
For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities,…
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July 2023 Market Update
Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.”– Allan Meltzer, Historian for the Federal Reserve…
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Moneta Strengthens Family Office Services
As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise…
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April 2023 Market Update
Quarterly Letter “Only when the tide goes out do you discover who has been swimming naked.”– Warren Buffett Every few years…
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January 2023 Market Update
Quarterly Letter “When the Fed jams the brakes, someone goes through the windshield.”– Wall Street Adage – The over-riding theme…