NEWS
The Investment Challenge of Our Times?
By Bill Hornbarger, Chief Investment Officer at Moneta As expected, the Federal Open Market Committee lowered interest rates for the second time this year on Sept. 18. The upper bound of the established range for the Fed funds rate now stands at 2%, down from 2.5% at...
Barron’s ranks Moneta among nation’s Top 5 RIAs again for combination of quality and scale
Download the PDF version here. MonetaSM immediately stands out among the other Top 5 Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of its selective number of clients served, advisors employed and operating...
Moneta’s first expansion market gains traction in Denver
The $24B Assets Under Advisement (AUA) independent RIA is attaining partnerships with financial advisors wanting to grow their business and enhance their client service CHERRY CREEK, CO, Sept. 3 – Moneta, the wealth management firm InvestmentNews ranked as the...
The four most dangerous words in investing: This time it’s different
By Bill Hornbarger, Chief Investment Officer at Moneta In recent weeks, the equity markets have buckled but not necessarily broken. The S&P 500 closed at an all-time high on July 26 before falling 6% over the next six trading sessions and then suffering several...
Does the recent treasury yield curve inversion signal an imminent recession and bear market?
Recent market activity has been both indicative of and a cause of increasing concerns. After reaching a record high in late July, the S&P 500 fell slightly more than 6% in the past three weeks. That decline was punctuated by the two largest daily point declines of...
Moneta ranks as a Top Workplace in St. Louis for sixth straight year
Repetition is no coincidence. Year after year, publication after publication selects Moneta to its list of best workplaces. For the sixth consecutive year, the St. Louis Post-Dispatch named Moneta to its rankings of “Top Workplaces” in St. Louis. The recognition comes...
Investment Report: Climbing the Wall of Worry
By Bill Hornbarger, Chief Investment Officer at Moneta The first half of 2019 is in the books and the markets shrugged off any lingering concerns by posting strong gains. After a dismal end to last year, every broad equity market and fixed income index we track...
The Importance of Travel Insurance for Summer Vacations
By Jim Blair, Moneta Partner Summer is officially here, and many families are planning vacations around the globe. Whether you are going to Acapulco or Antarctica, there is one thing you should “pack” that is almost as important as your passport: travel insurance....
Moneta’s “Best-in-Breed” Retirement Plan Consulting Services Rank Among the Nation’s Elite
Planadviser ranked MonetaSM among the nation’s “Top 100 Retirement Plan Advisers” for the third consecutive year. The honor confirms Moneta remains at the top of its peer group within the industry. Moneta is one firm with many solutions. We know what it’s like...
Father’s Day Finance Tips: How should your investment strategy change once you have children?
Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride and frustration anyone can possibly experience within the exact same moment. And that’s just from picking out little Buddy’s first car seat. Now...
