Moneta in the News: October 2021

Moneta in the News: October 2021

Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they have shared throughout October: MoneyGeek: Best credit cards for people with excellent credit in 2021 Michael Peek, CFP® and Advisor, explained...

John O’Leary: Being Out of Bed Doesn’t Mean You’re Awake

John O’Leary: Being Out of Bed Doesn’t Mean You’re Awake

Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a gasoline explosion. His dad has lived with Parkinson’s Disease for the past 33 years. While hosting the third Moneta University Speaker Series event of 2021, the...

INVESTMENT REPORT: AN END TO SUMMER CHEER AS CONCERNS START TO FESTER

INVESTMENT REPORT: AN END TO SUMMER CHEER AS CONCERNS START TO FESTER

By Aoifinn Devitt | Chief Investment Officer Highlights The third quarter was dominated by talk of inflation as the September Consumer Price Index (CPI) showed a 5.4% increase from September 2020, representing a 13-year high(1). These sowed further seeds of doubt that...

Moneta in the News: September 2021

Moneta in the News: September 2021

As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise with a variety of news outlets throughout the month of September. Below, we’ve compiled a recap of the month’s media highlights: Financial Advisor...