What You Need to Know About the New Tax Policy Proposals in Washington

What You Need to Know About the New Tax Policy Proposals in Washington

The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President Biden’s proposals and some items previously suggested by Senators. At this point, these are merely proposals under consideration that may...

Moneta in the News: August 2021

Moneta in the News: August 2021

Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for our clients. See below for a roundup of August’s media highlights with our experts’ insights: Fortune: Your credit score might be...

Morgan Housel: Psychology of Money

Morgan Housel: Psychology of Money

Investing is not the study of finance – it’s the study of human behavior. That’s how award-winning columnist Morgan Housel framed it while hosting the second Moneta University Speaker Series event of 2021 with a webinar on “The Psychology of Money.” Housel used...

Moneta in the News: July 2021

Moneta in the News: July 2021

There’s no summer slowdown at Moneta! From personal finance to investment strategies and market movements, a number of our team members have been busy offering their thoughts in key national and industry publications throughout the month of July. Check out the media...

INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash

INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash

Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021  Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of countries into the...

Moneta in the News: June 2021

Moneta in the News: June 2021

In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on a variety of industry news. See below for the month’s media highlights: PLANADVISER: Unintended tax consequences arise when the RMD...

Moneta in the News: May 2021

Moneta in the News: May 2021

It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to weigh in on key industry trends. See below for a...