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October 31, 2019

Investment Report: Are Equities Cheap?

By Bill Hornbarger, Chief Investment Officer at Moneta Looking at trailing returns through the end of Q3, equities had a remarkable…

October 9, 2019

Health Savings Accounts (HSAs) can help ease medical expense payments

By Brighton Samet, Moneta Tax Planning Consultant With open enrollment season approaching, it’s a good time to re-evaluate your health…

October 3, 2019

Dunston Financial Group will become first to merge into Moneta for scale, sustainability

Dunston Financial Group will partner with $24B (AUA) Moneta to gain the advantage of large-scale resources and support while maintaining…

September 30, 2019

The Investment Challenge of Our Times?

By Bill Hornbarger, Chief Investment Officer at Moneta As expected, the Federal Open Market Committee lowered interest rates for the second…

September 27, 2019

Barron’s ranks Moneta among nation’s Top 5 RIAs again for combination of quality and scale

Download the PDF version here. MonetaSM immediately stands out among the other Top 5 Registered Investment Advisers (RIAs) in the…

September 3, 2019

Moneta’s first expansion market gains traction in Denver

The $24B Assets Under Advisement (AUA) independent RIA is attaining partnerships with financial advisors wanting to grow their business and…

August 28, 2019

The four most dangerous words in investing: This time it’s different

By Bill Hornbarger, Chief Investment Officer at Moneta In recent weeks, the equity markets have buckled but not necessarily broken. The…

August 15, 2019

Does the recent treasury yield curve inversion signal an imminent recession and bear market?

Recent market activity has been both indicative of and a cause of increasing concerns. After reaching a record high in…

August 9, 2019

Moneta ranks as a Top Workplace in St. Louis for sixth straight year

Repetition is no coincidence. Year after year, publication after publication selects Moneta to its list of best workplaces. For the…

August 5, 2019

Investment Report: Climbing the Wall of Worry

By Bill Hornbarger, Chief Investment Officer at Moneta The first half of 2019 is in the books and the markets…