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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Social Security Announces Expedited Retroactive Payments and Higher Monthly Benefits for Millions
Actions Support the Social Security Fairness Act Written by Mark Hinkle, Social Security Press Officer Today, the Social Security Administration…
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Monthly Recap – January 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls…
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Move Fast and Break Things
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in…
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More SECURE Act 2.0 Changes: What 2025 Brings to Retirement Planning
Navigating the Latest Updates to Retirement Rules for a Smarter 2025 Plan The SECURE Act 2.0 has introduced several significant…
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How to Prepare for Tax Season: Early Moves to Make This Year
Early Steps to Simplify Filing and Align Your Tax Strategy Tax season just began January 27th, but starting early can…
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2025 Reference Guides
Updated tax rates, contribution limits, deductibles, and premiums for the new year Bookmark these important “cheat sheets” that include just…
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Early Thoughts: What to Make of DeepSeek’s Disruption
by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day…
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Admiral James Stavridis: Thoughts on Geopolitics and Leadership
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer,…
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Fourth Quarter Investment Report
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events,…
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Monthly Recap – December 2024
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove…
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Andrew Hipple Earns Enrolled Agent Designation
We are pleased to announce that Andrew Hipple has recently earned the prestigious designation of Enrolled Agent (EA) – the…
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Lane Hipple Annual Gift Drive Delivers Once Again
Lane Hipple answers the (jingle) bell Once again, the clients and staff of Lane Hipple put forth an overwhelming effort…
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Medicare Premiums Going Up by 5.9%
The Medicare Part B premium will be $185 per month in 2025, a 5.9% increase from this year’s $174.70. Most…
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Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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Lane Hipple’s Annual Donation Drive
**UPDATE 12/11/24** Thanks to your overwhelming generosity, all the gifts listed below were purchased, and we still have a week…
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Gifting Wealth: Tax-Efficient Ways to Share Wealth During the Holidays
Share Wealth and Save on Taxes this Holiday Season The holiday season is a time for giving, and for those…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
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Monthly Recap – October 2024
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…
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Trump 2.0: Quick Thoughts on Results, Reaction and Implications
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before…
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Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a…
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Creditable Drug Coverage
This article was written by Elaine Floyd, CFP® and modified from the original, found here. A key feature of Medicare—and any…
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…