NEWS

An update from our CIO about the Coronavirus

An update from our CIO about the Coronavirus

We have been closely monitoring the outbreak of the coronavirus and hope that health care officials can minimize the human toll that this type of event can bring. At the same time, we are also sensitive to the potential market and economic consequences. Friday’s...

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...