NEWS
Investment Report: 2020–The Best of Times and the Worst of Times, so Far…
We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was the speed and depth of the decline of economic activity in the ‘forced’ recession, the biggest surprise of Q2 was the...
Moneta Managing Partner Eric Kittner Featured on “Smart Money Circle” Podcast
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial Action Plan,” Kittner reiterates the importance for creating...
Investment Report: Another Look at High Yield
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked in February of 2020. The U.S. economy...
2020’s Second Quarter So Far and a Look Ahead
At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the NASDAQ closed at a record high level on June 10. Equity markets and other...
Moneta becomes St. Louis area leader in fiduciary training for retirement plan sponsors
Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta offers a broad and diverse set of specialized experts to help its clients navigate any financial complexity they...
FA Magazine Honors Moneta Partner Nicole Bailey Among “Young Advisors to Watch”
Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020. Nicole’s legacy as a dynamic advocate for females in financial services includes helping initiate major advancements in Moneta’s...
Investment Report: Direction, Degree and Timing
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April, with most equity market segments posting double digit returns for the month. April provided welcome relief for...
Forbes spotlights Moneta Partner Diane Compardo among nation’s Top Women Wealth Advisors
Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of the 1,000 women ranked this year, Forbes...
Investment Report: Pandemics, Deficits and a Look Ahead
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) The financial markets have taken investors on a tumultuous journey in the first quarter of 2020, with equities seeing record highs before plunging into bear territory in the shortest time frame on...
Breaking News: Quarterly Tax Payment Deadline Extended
The Department of Treasury and the Internal Revenue Service (IRS) announced yesterday that any individual or corporation that has a quarterly estimated tax payment due on or after April 1, 2020 can wait until July 15 to make that payment. No late-filing penalty,...