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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Jobs Matter, But Not in the Usual Way, This Election Day
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the…
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Retiring in a Slowing Economy? 3 Steps Can Help You Prepare
A slumping stock market, a slowing economy and a Federal Reserve that has signaled further increases in interest rates to…
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Volatility Higher as Fed Focused on Inflation
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Athletes Earning Good Money – 4 Ways to Protect Your Wealth
Jackson Wegner – Advisor As a starter on my high school basketball team, I was a 6’1” defensive specialist that…
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What Is an ESG (Environmental, Social, & Governance) Fund?
ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG…
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Not Exactly the Same Song Sheet
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this…
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Investing in Private Credit: Moneta Private Markets Advisor, Mindy Mitchell, provides insight at exclusive New York event
Moneta Private Markets Advisor, Mindy Mitchell, addressed the topic of private credit allocations in client portfolios while speaking at an…
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“Can I Afford to Live on My Alimony?” Advice From a Certified Financial Planner
Alimony, also commonly known as spousal support or maintenance, is a court-ordered provision of financial support for an ex-spouse after…
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Why, When it Comes to Volatility, Enough is Enough
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election…
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Should Investors Worry About Mid-Term Elections?
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed…
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Barron’s again ranks Moneta among nation’s Top RIAs for combination of quality and scale
Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2022 marks the sixth…
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All Eyes on Earnings as Predictions Grow Grim About Shocks and Aftershocks
Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear…
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Moneta Opens Chicago Location, Fueling Long-Term Growth and Enhanced Client Service in the Region
St. Louis-based national firm launches its fourth expansion location in four years In a move to strengthen its client-first infrastructure,…
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Mental Health First Aid at Moneta: Taking care of each other so we can take care of you
Mental health became a top-of-mind issue during the Covid pandemic, and it stands as one of the four pillars of…
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Shelter from the Storm
Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week,…
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Fortune features Moneta Portfolio Strategist Randall Stauder
Fortune spoke to Moneta’s Portfolio Strategist Randall Stauder about what makes international equities so compelling right now for an article…
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Financial Steps to Consider When Widowed
Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you…
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Can You Hear Me Now?: Fed Provides Clarity at Jackson Hole
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of…
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6 Advantages of Starting an Employer-Sponsored Retirement Plan
Employees dedicate their talents and time to their work, and as an employer, you want to reward them with a…
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Did You Earn $500,000 in 2021? You May Still Have Time to Reduce 2021 Taxes and Set Up a Long-Term Retirement Savings Plan
By Maggie Rapplean, CFP®, Senior Advisor, Moneta – Solo entrepreneurs, business owners and professionals often work days, nights and weekends.…
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Game On: Fed Raises Rates to Combat Inflation
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating…
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I Received an Early Inheritance — Now What Should I Do?
Typically, an inheritance is received after a loved one passes away, and this can be a difficult time for any…
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Planning for an Early Retirement with Your Stock Options
Are you dreaming of an early retirement? If you start planning now, it may not be out of reach. While…
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A Full-Blown Assault on the Ukraine jolts Markets and Commodities
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation…