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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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Enjoy Our Team Newsletter – Second Quarter 2026
As we close out the second quarter of 2026, we’re soaking up everything summer has to offer: longer days, sunshine, and the kind…
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How to Build a Philanthropic Mission Statement That Reflects Your Focus
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways in which you’d like to…
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Second Quarter Investment Report – 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three…
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Monthly Recap – June 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for…
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Raising Charitable Children: Modeling and Mentioning
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for instilling compassion, empathy, and social responsibility. With…
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You Negotiated the Offer. Did you Plan for What Comes Next?
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives receive a promotion, most expect a…
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SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement
Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satellite internet and ambitious plans for…
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What Is Philanthropy? Ways to Engage
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement can be a source of togetherness, learning and…
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Monthly Recap – May 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while…
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Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness, kindness, and a long-term plan…
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The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might feel unnecessary to plan for a disaster that may never come. Thinking…
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A Semi-Charmed Earnings Season
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often…
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Is Your Student’s Data Safe? Best Practices After the Canvas Breach
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university platform for course…
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Monthly Recap – April 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March,…
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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…