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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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…
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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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Moneta recognized by St. Louis Business Journal for charitable giving and volunteerism
The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists. Moneta ranked…
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5 Actions to Prepare For Your Inheritance
A financial windfall might seem like something out of a movie — but for more and more Americans, it’s becoming…
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Moneta Moment – How to React When the Market Declines
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David Wickenhauser…
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3 Tips for Finding an LGBTQ-Friendly Financial Advisor
Erin Hadary MBA, CFP®, CAP® | Partner Everyone deserves a financial advisor that listens to their concerns, understands their needs,…
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3 Smart “Money Moves” When You’re Getting a Divorce
Erin Hadary MBA, CFP®, CAP® | Partner When I work with people who are going through a divorce, many of…
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CIO Moneta Moment – What Now for Inflation?
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt,…
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CIO Moneta Moment – Market Volatility
Aoifinn Devitt | Chief Investment Officer The war between Russia and Ukraine, historic inflation, rising interest rates and concerns about the…