Moneta Group is a Financial Planning and Consulting Firm located in Clayton, MO.
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01 January 2009
Financial Information Checklist
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01 September 2008
Portfolios to Last a Lifetime
"During your lifetime, you will have two main portfolios: a career portfolio and an investment portfolio. Long hours are invested at the office building career portfolios that produce cash to be moved into your investment portfolio. Typically, the goal of this process is to reach a point at which the investment portfolio is large enough to provide the lifestyle you desire. The difficult part is determining how much is enough.
During your lifetime, you will have two main portfolios: a career portfolio and an investment portfolio..."
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01 January 2008
Professional Designations
"Few things are more important in being a Moneta Group Family CFO than possessing broad professional expertise. This is why professional designations are of such great importance at Moneta Group. Someone who has embraced this concept fully is Patrick McGinnis, professional consultant on the Kukla Team. We asked him to share his thoughts on the subject..."
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01 December 2007
Moneta Group New Home
"Moneta Group has grown and eventually became cramped in its 23,000 square-foot
space. We knew it was imperative to find the physical space necessary to support our
growth, and allow us to continue providing our clients the ‘raving fans’ service they’ve
come to expect.
In early 2008, we will move into our new home, although for long-time clients the
surroundings will be familiar. Our commitment to always put our clients’ needs first isn’t
going to change."
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01 April 2007
Capital Gains Taxes
"Investors don’t like to pay taxes. In fact, no one likes to pay taxes. However, given the choice, most people would rather pay less than more. The current 15 percent long-term capital gains tax rate represents the lowest level for this tax in generations.
We looked at the historical levels for the maximum capital gains tax rate over the last 50 years. In 2003..."
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01 January 2007
Moneta Group Investment Advisors
"Like many other advisory firms, Moneta Group Investment Advisors of St. Louis, Missouri, began life as something else entirely—in this case, a company handling employee benefits, insurance business, and planning for physicians. Its evolution into a large independent investment advisory and financial planning firm is the history in microcosm of the investment adviser industry.
The story begins in 1974, when Peter Schick left the Air Force and joined his father at the firm in St. Louis..."
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01 January 2006
Disaster Proofing Your Finances
Even several years after the fact, we’re watching the on-going clean up from Hurricane Katrina. Yet many of us still choose to believe we will never be victims of a natural disaster. No matter where you live, and regardless of the type of disaster—hurricane, tornado, flood, forest fire, earthquake, terrorist attack—we all can be vulnerable. You should have a plan for your finances before the disaster, during the disaster, and after the disaster, so you can restore your life as quickly as possible. The best way to prepare for disaster is to plan for it.
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31 March 2003
Double Agents
"The market-timing scandals of the past months have made one thing very clear: Mutual fund executives don’t always have their customers’ interests at heart.
But then, wouldn’t it be strange if they did? The people who run mutual funds have needs, hopes, and dreams of their own. Most obviously, they want to make money. The same is true for brokers, hedge fund managers, and financial planners. These people are agents, hired to act on someone else’s behalf. Many do a perfectly good job. Many don’t, usually for the simple reason that their interests and those of their clients don’t happen to coincide..."
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