Four Moneta Advisors advance to Partner

Four Moneta Advisors advance to Partner

  Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the firm as Partners, effective January 1, 2020. “These four have completed the Partner-in-Training program and met the rigorous...
Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities...