Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
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IRS Erroneous Late-Filing Notices
by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS…
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IRS Grants 2-Year Delay for Roth Catch-Up Contribution Requirements
by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were…
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The Sweetest Thing
By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store…
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How a Trust Can Safeguard Your Inheritance: Beyond the Will
By – Jackson Wegner – CFP® Planning for the transfer of wealth and assets to future generations is a significant…
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Monthly Recap – July 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There…
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A Path to Family Harmony
For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities,…
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Is a Recession Inevitable?
by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all…
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July 2023 Market Update
Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal…
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X Marks the Spot
By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the…
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Q2 2023 Review: The Anti-Fragile Economy – Resilient and Unflappable
By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild…
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Monthly Recap – June 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged…
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Smoke, Mirrors and Fireworks
By Aoifinn Devitt, CFP® – Chief Investment Officer As the July 4 holiday nears, there are fireworks by night and smoke by…
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Artificial Intelligence: Party Like It’s 1995?
Tim Side, CFA, Research Analyst Executive Summary Since 2005, the U.S. has seen productivity growth persistently below long-term historical averages.…
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The Longest Day
By Aoifinn Devitt, CFP® – Chief Investment Officer On this day, June 21st, the longest day of the year in the Northern…
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A Pause For Breath
By Aoifinn Devitt, CFP® – Chief Investment Officer While the US Fed paused for breath in this week’s rate decision, markets were…
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Moneta Strengthens Family Office Services
As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise…
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Augmented Reality Amid the Sense of Calm
By Aoifinn Devitt CFP® – Chief Investment Officer Now that the debt ceiling storm has passed and pundits have moved…
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The Apple of the Market’s Eye
By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at…
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Sustainable Investing Check In – Where Are We Now?
Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and…
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The X Factor: Congress Faces Tight Timeline for Debt Ceiling Resolution
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and…
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Exam Season
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the…
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Moneta Continues Longstanding Partnership with Missouri Baptist Medical Center
Moneta has a longstanding relationship with the Missouri Baptist hospital system: Blair is currently a Missouri Baptist Medical Center Board…
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From the Ceiling to the Floor
Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder…
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Investment Quarterly Report – Q1 2023 – Cycles, Tremors, And An Impending Credit Crunch?
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of…