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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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…
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WATCH: Moneta CIO Aoifinn Devitt discusses US equities and inflation on Bloomberg
Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market…
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Moneta Names Deborah Dubin as Firm’s First-Ever Chief Philanthropy Officer
Dubin will advise clients on philanthropic efforts, help guide Moneta’s Charitable Foundation and lead newly launched financial literacy program ST.…
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Moneta in the news: Introducing our new Head of Alternative Investments Andrew Kelsen
In case you missed it, we’ve appointed seasoned professional Andrew Kelsen as our Head of Alternative Investments! This move supports…
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Moneta in the News: October 2021
Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they…
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John O’Leary: Being Out of Bed Doesn’t Mean You’re Awake
Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a…
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INVESTMENT REPORT: AN END TO SUMMER CHEER AS CONCERNS START TO FESTER
By Aoifinn Devitt | Chief Investment Officer Highlights The third quarter was dominated by talk of inflation as the September…
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Moneta Appoints Accomplished Industry Professional Matthew Harlan as Director of Trust Services for Moneta Trust
Company fuels growth and development of Moneta Trust with Harlan who brings decades of trust experience ST. LOUIS — Oct.…
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Moneta in the News: September 2021
As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise…
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Moneta Deepens Bench with Appointment of Andrew Kelsen as Head of Alternative Investments
Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS —…
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Moneta Deepens Bench with Appointment of Andrew Kelsen as Head of Alternative Investments
Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS —…
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Barron’s again ranks Moneta among nation’s Top 10 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 2021 marks the fifth…
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What You Need to Know About the New Tax Policy Proposals in Washington
The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President…
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Moneta in the News: August 2021
Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for…
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Morgan Housel: Psychology of Money
Investing is not the study of finance – it’s the study of human behavior. That’s how award-winning columnist Morgan Housel…
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4 Reasons to Hire a Fee-Only Financial Planner
Your financial adviser can help you plan for the future, save for retirement, and ensure upcoming generations are set up…
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Moneta Moneywise Podcast: Exploring SPACS from an Investor Perspective
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