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...
Moneta ranked No. 1 among Midwest RIAs

Moneta ranked No. 1 among Midwest RIAs

Midwest RIAs produced more growth than any other region last year and Moneta ranks No. 1 among that group by a wide margin, according to reports recently published by InvestmentNews. Moneta topped the publication’s list of fee-only RIAs in the Midwest with $18.5...

Is October a Jinx for the Markets?

For equity investors, October is a month that is met with some trepidation. It is often referred to as the “crash” or “jinx” month, with pronounced weakness or crashes happening in 1929, 1987, the 554-point drop on a single day in October 1997, back-to-back massacres...
Moneta Ranked #4 Nationally by Barron’s

Moneta Ranked #4 Nationally by Barron’s

Download the PDF SEPTEMBER 2018—Moneta is proud to announce their recognition of being in the top five independent Registered Investment Advisors (RIA) in the nation by Barron’s. In their ranking decision, Barron’s weighs “dozens of qualitative and quantitative...