NEWS

How will the 2020 Election Results Affect Tax Policy and the Economy?

How will the 2020 Election Results Affect Tax Policy and the Economy?

The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also completed. The Electoral College confirmed Joe Biden as...

Year-end Tax Planning Considerations

Year-end Tax Planning Considerations

2020 has been an unusual year to say the least. As we have adapted to "new normals" throughout our lives, following are some important changes to consider as the year closes for your tax strategy. Required Minimum Distributions (RMDs): One normal year-end item you...

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker Series this week, said that many also have anxiety about it. While the word “retirement” may connote an ending, he said...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for advancing the wealth management industry through...

What Could Possibly Be Next in 2020?

What Could Possibly Be Next in 2020?

5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’ most pressing questions about the upcoming election and its...