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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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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Moneta Moment: New Investments Video Series from Our CIO Aoifinn Devitt
Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of…
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INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening:…
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INVESTMENT REPORT: What You Should Know About Cryptocurrencies
Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice…
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Moneta in the News: July 2021
There’s no summer slowdown at Moneta! From personal finance to investment strategies and market movements, a number of our team…
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Moneta Moment: New Investments Video Series from Our CIO Aoifinn Devitt
Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of…
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Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In…
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Moneta Moneywise Podcast: Exploring SPACS from an Investor Perspective
Are Special Purpose Acquisition Companies (SPACs) too good to be true, or a leveling of the playing field in early…
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INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening:…
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Moneta in the News: June 2021
In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on…