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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Admiral James Stavridis: Thoughts on Geopolitics and Leadership
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer,…
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The Key to Business Growth
The key to business growth often lies in the installation of value drivers. Value drivers are elements that can help…
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Fourth Quarter Investment Report
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events,…
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The $889,914 Question
A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for closely held…
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Episode 4: They’ll take me out in a wheelbarrow!
Episode Transcript Show Notes featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast…
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Monthly Recap – December 2024
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove…
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The Business Owner’s Bucket List
Writing things down is an important part of achieving your goals, both while you’re running your business and after you…
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Moneta Closures for Upcoming Holidays
Please note that Moneta offices will close at 12:00 pm CST on Tuesday, December 24 and remain closed through December 25.…
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What are you doing after work?
Many business owners have a fuzzy idea of what life looks like after they’re done working. But fewer business owners…
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Episode 3: An Entrepreneur Asks, “Where do you see yourself…”
Episode Transcript Kyle: And welcome to another episode of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s…
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Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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Ask the CFP®: What Should I Do to Prepare Five Years Before I Plan to Retire?
Welcome to this month’s Ask the CFP® segment. Ask the CFP®: What should I do to prepare five years before…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
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Episode 2: My boss told me two words…
Episode Transcript In this episode, a woman who retired several years ago reveals the two words that were the sign…
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Monthly Recap – October 2024
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…
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Trump 2.0: Quick Thoughts on Results, Reaction and Implications
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before…
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Preparing the Next Generation of your Business
Your business is likely a large part of your financial success. Even after you eventually leave your business, you may…
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Ask the CFP®: How do I Talk to Aging Parents About Helping Manage Their Finances?
November 2024 Welcome to this month’s Ask the CFP® segment. As a financial advisor, clients often express concern about helping…
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
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Advisor Kyle Luetters Featured in MoneyGeek
The article aims to answer the question “Is Cash Back Taxable?” Below is an excerpt from the original article, you…
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Episode 1: Good partnerships lead to great retirements
Episode Transcript Kyle: Welcome to episode number one of Wit, Wisdom, and What Matters Most – a podcast with Moneta’s…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…