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.
Featured in
The latest
-
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…
-
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…
-
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…
-
Monthly Recap – July 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There…
-
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,…
-
Is a Recession Inevitable?
by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all…
-
July 2023 Market Update
Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal…
-
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…
-
Monthly Recap – June 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged…
-
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…
-
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.…
-
The Longest Day
By Aoifinn Devitt, CFP® – Chief Investment Officer On this day, June 21st, the longest day of the year in the Northern…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Exam Season
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the…
-
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…
-
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…
-
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…
-
Dancing on the Ceiling
Aoifinn Devitt – Chief Investment Officer We are often told to listen to the bond market as the “truthsayer” when it…