Moneta Group is a Financial Planning and Consulting Firm located in Clayton, MO.
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THANK YOU FOR YOUR PATIENCE AS WE IMPROVE THIS SECTION OF OUR WEBSITE.
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09 March 2010
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12 January 2010
Moneta Group, one of the country’s leading independent financial planning and consulting firms, has announced that two A.G. Edwards veterans have joined the firm. Patrick J. Howley III, CFP®, MBA joins the firm as a principal and Family CFO. Betsy E. Dow, CPA, joins the firm as a professional consultant.
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10 December 2009
Inside this issue:
- Fear and Greed
- Socially Responsible Investing
- Inflation: Let's Worry About Something Else...
As 2009 comes to a close, our Chief Market Strategist, Bill Hornbarger, takes a substantive look at the two nemeses which haunt many investors: Fear and Greed. His discussion is particularly related to these emotions during the unprecedented events of the last 12 months. Investment Analyst Luke Ferraro presents a practical commentary on infl ation fears, while Principal Linda Pietroburgo addresses Socially Responsible Investing, a topic garnering a lot of interest in industry publications and one clients may want to know more about.
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11 November 2009
With more than $6.5 billion in assets under management, Clayton-based Moneta Group , a premier provider of life-long financial advice to successful families, has earned the number three spot on Investment News magazine’s ranking of the 50 Largest Financial Planning Firms in the country.
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20 October 2009
Moneta Group, one of the country’s leading independent financial planning and consulting firms, has announced that William A. Hornbarger has joined the company as Chief Market Strategist.
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06 October 2009
On September 12 and 13, Team Moneta Group made its 4th consecutive appearance at the Gateway area Bike MS event in Columbia, MO raising awareness and, coupled with a grant from The Moneta Group Charitable Foundation in honor of the team’s volunteerism for the cause, donating more than $20,000 for the National Multiple Sclerosis Society. A 2-day fundraising bike ride, the event offered 40, 75 and 100-mile daily route options. Team Moneta Group opted for the 75-mile per day route, riding that distance on Saturday, staying in Columbia overnight, and riding an additional 75 miles the following day.
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01 October 2009
Inside this issue:
· Introducing Bill Hornbarger
· Inflation and Your Portfolio
· Of Roads and Roadkill
· Let's Talk About Gold
Our third-quarter Investment Observations newsletter addresses inflation concerns. It includes
suggestions on how to protect your portfolio from inflation, a discussion about gold as a hedge and a clever analogy comparing our portfolios to unexpected collisions drivers have with deer — and how the unexpected affects us. But most important, this issue of our newsletter introduces Bill Hornbarger, Moneta Group’s Chief Market Strategist. We’re delighted to present Bill to our clients and friends.
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01 October 2009
Investment News listed Moneta Group at No. 3 on its list of “50 Largest Financial Planning Firms: Leading registered investment advisory firms that provide financial planning services to individual investors.”
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14 September 2009
Jim Blair, principal and Family CFO at Clayton-based at Moneta Group, has again been named one of the country’s Top 100 Independent Financial Advisors by Barron’s, a leading financial publication. This is the third consecutive year Blair, a CERTIFIED FINANCIAL PLANNER™ and an ACCREDITED WEALTH MANAGEMENT ADVISORSM, has earned this distinction.
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01 August 2009
Wealth Manager magazine published its “Top Wealth Managers” ranking, and Moneta Group has moved from No. 97 in 2008 to No. 81 in the ranking. The magazine ranks firms based on the average AUM per client.
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