News

February 15, 2019

InvestmentNews encourages firms to look to Moneta for inspiration

Moneta University made quite the impression on InvestmentNews wealth management reporter Jeff Benjamin. His article about the industry trend of…

February 14, 2019

5 Ways to Save More for Retirement This Year–and Last!

By Brighton Samet, Moneta Tax Planning Consultant You can contribute more to your retirement accounts in 2019 – and it’s…

January 31, 2019

Investment Report: 2018 Year in Review

Download the PDF Here Taking one final look back at 2018 reminded us of several interesting highlights. The year featured…

January 3, 2019

Update from Our CIO: Staying Positive About the New Year’s Outlook

As we begin a new year and look toward what it may bring, negative headlines and declining stocks have many…

January 3, 2019

Three Moneta advisors advance to Partner

Moneta’s Board of Managers unanimously approved Rob Hehmeyer, Jamie Mealey and Logan Finerty to be admitted to the firm as…

December 21, 2018

[UPDATE FROM OUR CIO]: A Different Perspective

What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you?…

December 19, 2018

Moneta Partner Jordan Janes honored among St. Louis’ “40 Under 40”

The St. Louis Business Journal selected Moneta Partner Jordan Janes to its list of 40 Under 40 honorees for 2019…

December 18, 2018

[Investment Monthly] ‘TIS THE SEASON: WILL THE MARKETS HAVE A GREEN OR RED YEAR?

Download the PDF here With the holiday season upon us and decorations lining the streets, two colors seem to be…

December 18, 2018

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…

November 21, 2018

[Investment Monthly] Qualified Opportunity Funds: What Investors Need to Know

Download the PDF here The U.S. Treasury Department has released details on proposed regulations involving the tax implications of certain…