Frying Pan into the Fire: Geopolitical risks taunt already unsettled markets
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research In mid-January, a headline in the Wall Street Journal screamed that “Omicron (had) killed certitude.” The opinion-writer was right; in the first few weeks...
Moneta CEO Eric Kittner honored among St. Louis “Titan 100”
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St. Louis’ business community by building a distinguished reputation that is...
Barron’s features Moneta CEO Eric Kittner among Wealth Management’s Next-Gen CEOs
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked a seminal moment in Moneta’s history as the founders passed the firm off to the next generation. “There are very few firms of our size that would be willing to take...
Moneta named Top Workplace for ninth consecutive year
As Moneta’s national footprint grows, so do the awards. After eight straight years of being recognized as a Top Workplace in St. Louis from 2014-2021, Moneta was named among the “Top Workplaces USA” award winners for the second straight year in 2022. Moneta also...
Investment Report: The Year Ends on a Defiant High Note
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets continued to display the stubborn resilience that has characterized much of the post-COVID rally. Volatility did spike as the quarter rolled on...
What Are the Contribution Limits for Qualified Retirement Accounts in 2022?
Each year, the IRS designates contribution limits to qualified retirement plans. Maximizing your annual contributions is one of the best ways to efficiently save for retirement. But not every employer offers a retirement plan, and not all employer-offered plans are...
WATCH: Moneta CIO Aoifinn Devitt Discusses the recent slump of the US Dollar on Bloomberg TV
Bloomberg interviewed Moneta CIO Aoifinn Devitt on live TV, asking her whether or not the recent slump of the US dollar has made the asset no longer investable. The conversation touched on the impact of COVID and Omicron on global economies and currencies. You can...
Five Moneta Advisors Advance to Partner
Moneta’s Board of Managers unanimously approved Tony Aiazzi, Patrick Akins, Michael Hollo, Nic Perez and Danton Troyer to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tony, Patrick, Michael, Nic and Danton as Moneta’s newest Partners,”...
Financial Planning quotes Moneta CEO Eric Kittner among industry leaders: “The RIA is the model that’s winning”
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors leaving brokerage houses to become fiduciary RIAs, as well as...
Moneta CIO Aoifinn Devitt tells US News she expects inflation to be elevated in 2022
US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by slashing bond-buying in half as it prioritizes inflation over employment. Devitt said markets and consumers should not be surprised by the Powell “pivot”...