Moneta’s Customized Services: Tax Planning [VIDEO]

by Kelly Schmitt | Nov 28, 2016 | Videos

Our number one priority is to serve our clients. The Tax Planning Team at Moneta provides a one stop shop for our clients, allowing them to visit with both their wealth advisor and their tax expert at the same time. This makes for seamless service, pro-activity, and...

Moneta Group Customized Services – Risk Management [VIDEO]

by Kelly Schmitt | Oct 26, 2016 | Risk Management, Videos

As your family’s personal wealth increases, so does your need to protect that wealth. As part of your comprehensive financial plan, your Moneta Family CFO will review and advise you on existing insurance policies, advising you on gaps or overlaps in your family’s...

“An Insiders View of Washington” featuring Greg Valliere, Political Strategist

by Kelly Schmitt | Oct 7, 2016 | Videos

On Thursday, September 29, 2016 Moneta Group was honored to host Political Strategist Greg Valliere. The following video features Greg’s discussion about the economy, the 2016 election, and the investment implications of each candidate.  

Moneta Group’s Customized Services: Family Meetings [VIDEO]

by Kelly Schmitt | Jun 23, 2016 | Estate Planning and Philanthropy, Family CFO Services, Videos

At Moneta, we believe that it is important for High Net Worth individuals to sit down with their adult children and discuss the family’s long term financial plans. We call this a Family Meeting. Learn more by watching our latest video featuring Estate Planning...

Why Invest in Alternatives? [VIDEO]

by Kelly Schmitt | Apr 27, 2016 | Investments, Videos

Five Keys to Successful Investing [VIDEO]

by Kelly Schmitt | Nov 19, 2015 | Investments, Videos

What is the key to a successful investment plan? In the video below, Moneta’s Chief Investment Strategist Bill Hornbarger talks about five core beliefs that will help you reach your financial goals.