Blog

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…

January 17, 2018

Moneta Charitable Foundation Grants $50,000 to Two Local Organizations

ST. LOUIS—January 17, 2017— Moneta, the 9th largest Registered Investment Advisor in the country based on FA Magazine, has roots in…

January 16, 2018

Moneta Partner Diane Compardo Named YWCA Leader of Distinction

ST. LOUIS, MO. (January 16, 2018)— Moneta is pleased to announce Partner Diane Compardo was recently named a “Leader of…

January 11, 2018

Three Moneta Advisors Advanced to Partner

ST. LOUIS, MO (January 11, 2018)—Moneta Group, a St. Louis-based wealth management firm and registered investment advisor, announced the promotions…

January 3, 2018

Eric Kittner Named Managing Partner of Moneta

ST. LOUIS—January 3, 2018—Moneta, the seventh largest independent Registered Investment Advisor (RIA) in the country, has announced the appointment of…

January 2, 2018

[Investment Monthly] Probability vs. Certainty: Don’t Judge an Index by It’s Average

Download PDF here Probability vs. Certainty: Don’t Judge an Index by It’s Average One glance at a chart illustrating the…

December 22, 2017

Moneta Group Partner, Mark Conrad, Named One of St. Louis’s 40 Under 40

ST. LOUIS—December 22, 2017— Moneta is proud to announce that Mark Conrad, CFP®, CPA, has been named one of St….