NEWS
Moneta Merges In Massachusetts Firm as $23.7 Billion RIA Expands Into Northeast
Boston-Area Firm The Berry Group Brings $625 Million to Growing Partnership ST. LOUIS — February 18, 2021 — Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint...
Where Does This GameStop Story Go Next?
Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on Wall Street, got the attention of the Securities and Exchange...
REFLECTING ON 2020: BE CAREFUL WHAT YOU’RE FEARFUL OF
By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to accurately predict all...
Tax Planning: What to expect if you reversed RMDs under the CARES Act in 2020
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll those funds back into a...
How will the 2020 Election Results Affect Tax Policy and the Economy?
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also completed. The Electoral College confirmed Joe Biden as...
One of the Largest Spending Bills Ever is Enacted as IRS Issues Second Round of Stimulus Payments
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several days to post to individual accounts....
Year-end Tax Planning Considerations
2020 has been an unusual year to say the least. As we have adapted to "new normals" throughout our lives, following are some important changes to consider as the year closes for your tax strategy. Required Minimum Distributions (RMDs): One normal year-end item you...
Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector
Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker Series this week, said that many also have anxiety about it. While the word “retirement” may connote an ending, he said...
Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants
Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make decisions that are not in their own best interest? Moneta’s Participant Engagement Consultant, Kelli Grelles, was...
Schwab IMPACT Awards: Moneta Featured Among Previous Winners
In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for advancing the wealth management industry through...