Insights & News
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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered…
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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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Giving Tuesday: Generosity All Year
Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, GivingTuesday arrives to turn your attention…
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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in…
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely…
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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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Addressing Hunger
by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital federal food assistance to feed their…
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Exploring Succession Planning in RIAs: Insights from Moneta CEO Eric Kittner on the Deep Dive Podcast
In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined the conversation to discuss the evolving landscape of succession…
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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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Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full force when…
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Enjoy Our Team Newsletter – Third Quarter 2025
Fall is upon us. How quickly this year has gone! Days are becoming shorter, but the air is crisp, and the colors are changing. We…
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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…
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest Registered…
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Phil-AND-thropy: The Power of “Yes, AND…”
If you have ever been to an improvisational comedy show, you know the power of “YES, AND…” thinking, a fundamental principle…
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Moneta Merges in New Jersey RIA, Expanding National Footprint
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent,…
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Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms.…
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Monthly Recap – August 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks.…
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Game of “Thrones”: The Standoff between Trump and Powell
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations…
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Monthly Recap – July 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months,…
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Enjoy Our Team Newsletter – Second Quarter 2025
Welcome to summer! Wherever you may be, we hope that you’ve enjoyed some beautiful weather and a fantastic Fourth of…
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Second Quarter Investment Report – 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month…
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Monthly Recap – June 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic…
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Geopolitics Update: Monitoring the Recent Escalation in the Middle East
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear…