NEWS

VIDEO: Assessing the current market pullback

VIDEO: Assessing the current market pullback

The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline happened is one of the fastest on record. “Violent” is the word Moneta CIO Bill Hornbarger used to describe these market swings in his latest video...

The Coronavirus, The Market and Taxes

The Coronavirus, The Market and Taxes

Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to avoid panicking. “I would tell you...

Is it time to worry? Not with a plan.

Is it time to worry? Not with a plan.

“Tactics without strategy is the noise before defeat” -- Sun Tzu The dictionary defines strategy as “a plan of action or policy designed to achieve a major or overall aim.” The term strategy is often used in the context of a business plan, sporting event or throughout...

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COVID-19 / SEC FILING UPDATE:

Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.

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