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.
The latest
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Bubbles and Bankruptcies
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same…
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Six Things You Should Know About Fall Open Enrollment
Original article written by: Elaine Floyd, CFP®Director, Retirement and Life PlanningHorsesmouth, LLC If you are eligible for Medicare, you likely…
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Third Quarter Investment Report – 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments,…
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Moneta Merges in New Jersey RIA, Expanding National Footprint
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent,…
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Game of “Thrones”: The Standoff between Trump and Powell
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations…
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Monthly Recap – July 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months,…
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Saving for College: Using 529 Plans Effectively in 2025
The cost of higher education continues to rise, making it important for families to explore savings options that can help…
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Back-to-School Financial Planning: Managing Education Costs
Tips and Strategies for Managing Education Costs and Back-to-School Expenses Back-to-school season often brings excitement, new opportunities, and financial decisions.…
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Maximizing Retirement Outcomes Through Advisor-Led Investment Strategies
As retirement planning grows increasingly complex, more individuals are turning to professional guidance to navigate the journey. Relying on advisor-managed…
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Second Quarter Investment Report – 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month…
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Monthly Recap – June 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic…
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Planning for Health Care Expenses in Retirement
By: Elaine Floyd, CFP® Customized Strategies for Your Financial Security Nearly everyone agrees on the importance of planning for health…
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Geopolitics Update: Monitoring the Recent Escalation in the Middle East
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear…
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Monthly Recap – May 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions,…
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Navigating Medicare
By: Elaine Floyd, CFP® Back in the day, when full retirement age for Social Security was 65 and most people…
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How to Navigate The Distribution Options For a Non-Designated Beneficiary
By: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA The Ghost Rule and other important factors for non-person IRA beneficiaries.…
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“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight…
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Monthly Recap – April 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s…
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The Top Ten Common Estate Planning Mistakes
Avoiding these common mistakes can spare your family unnecessary stress Estate planning is essential for anyone who wants their assets…
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Smishing Scam Targeting Schwab Accounts
New “transaction verification” smishing campaign targeting clients with Schwab accounts Charles Schwab has identified a new twist on the “smishing”…
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In Case of Death
Managing Death Records and Addressing Fraud Concerns SSA’s death master file has been in the news lately, first in connection…
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History Rhymes: A Review of Presidential Policy “Missteps”
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort…
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First Quarter Investment Report – 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…
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Monthly Recap – March 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…