NEWS

What Could Possibly Be Next in 2020?

What Could Possibly Be Next in 2020?

5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’ most pressing questions about the upcoming election and its...

Investment Update: Election Year Market Impact

Investment Update: Election Year Market Impact

Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social unrest collided with unprecedented fiscal and monetary policy support, resulting in bond yields at/near record-low...

Retirement Planning: Do I Really Have Enough Wealth to Retire?

Retirement Planning: Do I Really Have Enough Wealth to Retire?

By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us, this transition is a great thing. You’ve worked hard and now it’s time to kick back and reap the rewards. If you're sure...

HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN

HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN

By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a vesting schedule. The restriction allows...

5 COVID Questions to Ask Your Financial Advisor

5 COVID Questions to Ask Your Financial Advisor

By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st century would bring personal helicopters for...