Blog

April 11, 2018

COO, Keith Bowles, recognized as Top St. Louisan to Know to Succeed in Business

ST. LOUIS, MO, April 10, 2018—Moneta Group is proud to announce that Chief Operating Officer Keith Bowles has been recognized as…

March 27, 2018

[Investment Monthly] When It Comes to Portfolio Construction, What’s Top of Mind for Investors?

Download PDF Here Recently, a study that Vanguard and Spectrem Group jointly conducted on investor behavior indicated that when it…

March 26, 2018

Moneta Named a 2018 Best Places to Work for Financial Advisers by InvestmentNews

St. Louis, MO—March 26, 2018—Moneta Group Investment Advisors has been recognized as a 2018 Best Places to Work for Financial…

March 19, 2018

Electronics Recycling and Safe Document Destruction

Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging…

March 16, 2018

Moneta Partners, Diane Compardo and Brad Koeneman, named to Barron’s Top 1,200 Advisors List

ST. LOUIS—March 16, 2018—Clayton-based Moneta Group, an independent Registered Investment Advisor (RIA) that provides financial advice to successful families and…

March 7, 2018

Moneta Partner Diane Compardo Achieves Number Five Ranking on “Best-In-State Wealth Advisors” List by Forbes

ST. LOUIS, MO. (March 6, 2018)— Esteemed national business publication, Forbes, recently placed Moneta Group Partner Diane Compardo as the…

February 19, 2018

[Investment Monthly] What Does Tax Reform Mean for Municipal Bonds?

Download the PDF here Late last year, Congress passed and the president signed into law the Tax Cuts and Jobs…

February 14, 2018

Moneta Institutional Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers

Clayton, MO, February 14 – Moneta Institutional is pleased to announce it has been named as one of the 2018…

February 5, 2018

Reminder: Keep Recent Dow Drop in Context

Over the last two business days, the stock market has fallen almost 1,800 points. To most, this appears to be…

January 23, 2018

[Investment Quarterly] Cryptocurrencies and Other Things on Our Mind

Download PDF here Cryptocurrencies and Other Things on Our Mind As the calendar has turned to 2018, and the investing…