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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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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…
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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…