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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Are All Financial Advisors Fiduciaries?
A financial advisor can help you set a personal budget, plan for the future, and set financial goals. While there…
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Revisiting the Emerging Markets Allocation
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A…
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Moneta Moneywise – A Conversation with Cathie Wood of ARK Invest – Disruptive Innovation Under the Microscope
Aoifinn Devitt | Chief Investment Officer This episode of the Moneta Moneywise Podcast is a robust and packed discussion on…
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6 Steps to Selecting an Investment Advisor
Since no two people have the same economic situation, it is crucial to pick an investment advisor that can meet…
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Should an Inverted Yield Curve Concern Investors?
Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research Rich McDonald, MBA | Head of Fixed Income and Portfolio…
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Should an Inverted Yield Curve Concern Investors?
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Business Exit Planning as a Woman — What is different?
Erin Hadary MBA, CFP®, CAP® | Partner Making the call to exit your business is a big decision and one…
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Preparing to File Your Taxes
By Brighton Samet, Moneta Tax Planning Consultant This is the time of year that you should be receiving copies of…
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Should We Be Giving Our Family Wealth Away?
Erin Hadary MBA, CFP®, CAP® | Partner Through philanthropy, families have a significant opportunity to make an impact that will…
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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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Frying Pan into the Fire: Geopolitical risks taunt already unsettled markets
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline…
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Moneta CEO Eric Kittner honored among St. Louis “Titan 100”
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the…
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Barron’s features Moneta CEO Eric Kittner among Wealth Management’s Next-Gen CEOs
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked…
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Moneta named Top Workplace for ninth consecutive year
As Moneta’s national footprint grows, so do the awards. After eight straight years of being recognized as a Top Workplace…
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Investment Report: The Year Ends on a Defiant High Note
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets…
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Investment Report: The Year Ends on a Defiant High Note
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets…
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What Are the Contribution Limits for Qualified Retirement Accounts in 2022?
Each year, the IRS designates contribution limits to qualified retirement plans. Maximizing your annual contributions is one of the best…
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WATCH: Moneta CIO Aoifinn Devitt Discusses the recent slump of the US Dollar on Bloomberg TV
Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US…
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Five Moneta Advisors Advance to Partner
Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted…
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Financial Planning quotes Moneta CEO Eric Kittner among industry leaders: “The RIA is the model that’s winning”
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story…
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Moneta CIO Aoifinn Devitt tells US News she expects inflation to be elevated in 2022
US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by…
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CNBC Select quotes Moneta Partner Patrick McGinnis about investing in the stock market
CNBC Select turned to Moneta Partner Patrick McGinnis as an “investing guru” for a story on myths about investing in…
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Moneta in the News: November 2021
November was another busy month in the media for our team across local, trade and national business publications! Check out…
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InvestmentNews Podcast features Moneta CEO Eric Kittner in conversation about RIA industry trends
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses…