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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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Macroeconomic and Market Chat with Carlyle’s Jason Thomas
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle,…
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Enjoy Our Team Newsletter – First Quarter 2026
We hope that the first quarter of 2026 set the stage for you all to have a fantastic year. Here in Colorado, we’ve experienced…
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First Quarter Investment Report – 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the year with…
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From Final Decree to Financial Freedom
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of negotiating, planning,…
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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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Independence Without Compromise
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don’t know a single advisor in this industry who doesn’t call themselves independent. …
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The Vacation Home: More Than A Property
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlike any other asset. They often…
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Courageous Citizenship and Finding Common Ground
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic discourse. As political polarization in…
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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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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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Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor
by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how will you…
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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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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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Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations may evolve often enough, one thing…
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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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Learning From a Legacy – 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with…
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Enjoy Our Team Newsletter – Fourth Quarter 2025
Happy New Year, and welcome to 2026! Although challenging at times, we feel 2025 was a successful year and hope…
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What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time coming,…
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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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Is your business worth what you think it is? Understanding business value drivers
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that influence what a company is…
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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…