by Daniel Kukla | Mar 15, 2022 | News Room
By Brighton Samet, Moneta Tax Planning Consultant This is the time of year that you should be receiving copies of all your necessary tax documents. Besides the normal W-2s and 1099s, this year many taxpayers will also receive Letter 6475 (about the third round of...
by Daniel Kukla | Feb 22, 2022 | Investments, News Room
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline in the Wall Street Journal screamed that “Omicron (had) killed certitude.” The opinion-writer was right; in the first few weeks...
by Daniel Kukla | Feb 22, 2022 | Kittner Team, News Room
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St. Louis’ business community by building a distinguished reputation that is...
by Daniel Kukla | Feb 22, 2022 | Kittner Team, News Room
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked a seminal moment in Moneta’s history as the founders passed the firm off to the next generation. “There are very few firms of our size that would be willing to take...
by Daniel Kukla | Feb 17, 2022 | Sadler Georgen Harmon Team
Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most common is a time restriction, but it could also be based on specific...
