News

May 2, 2019

The perils of being out of the market

Earlier this week we saw record-high closes for the NASDAQ and the S&P 500. Some people might be asking, “Where…

April 29, 2019

Moneta increases scale with expanded investment research team

Moneta garnered national media attention with the announcement of its new investment consulting partner, DiMeo Schneider & Associates. Citywire reporter…

April 25, 2019

Why Your Tax Refund May be a Disappointment this Year

By Brighton Samet, Moneta Tax Planning Consultant Earlier this year, you may have seen the worrisome headlines about taxpayers getting…

April 23, 2019

Barron’s Ranks Moneta Partners Compardo and Koeneman Among Top Advisors

For the second year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…

March 29, 2019

FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER

By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One…

March 27, 2019

HAPPY BIRTHDAY BULL MARKET: 3 WAYS TO PREPARE FOR THE NEXT FINANCIAL STORM

By Bill Hornbarger, Chief Investment Officer at Moneta We recently celebrated the 10-year anniversary of the S&P 500 ascending from…

March 26, 2019

9 FINAL TAX REVIEW MISTAKES THAT COULD COST YOU

If you waited until the last minute to work on your tax return or give the necessary information to your…

March 21, 2019

Investment Report: Fed Policy Evolves

By Bill Hornbarger, Chief Investment Officer at Moneta After a difficult end to 2018, the equity market rallied broadly to…

March 14, 2019

Moneta announces first-ever expansion beyond St. Louis

The nation’s No. 4 ranked independent RIA plans Denver location after a long history of making the “Gateway to the…

March 11, 2019

6 Cyber-Security Tips During Tax Season

By Nathan Howard; andJason Kettler, IT Systems and Security Administrator As cyber-crime becomes increasingly prevalent, individuals must become more proactive…