Moneta in the News: June 2021

Moneta in the News: June 2021

In addition to welcoming Aoifinn Devitt to the team as Chief Investment Officer this month, our professionals shared their expertise on a variety of industry news. See below for the month’s media highlights: PLANADVISER: Unintended tax consequences arise when the RMD...

Moneta in the News: May 2021

Moneta in the News: May 2021

It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to weigh in on key industry trends. See below for a...

Moneta Trust in the News

Moneta Trust in the News

Start spreading the news, Moneta has its own trust company! This move provides our advisors with tools to more efficiently pass clients’ net worth onto the next generation and furthers our commitment to fiduciary practices and independence. Below, we laid out a few of...

Celeste Headlee: How to Have Conversations that Matter

Celeste Headlee: How to Have Conversations that Matter

Empathy is not just some touchy-feely emotion. It’s a survival skill. That’s how award-winning journalist and best-selling author Celeste Headlee described it while kicking off the 2021 Moneta University Speaker Series with a webinar on “How to Have Conversations that...

INVESTMENT REPORT: What You Should Know About Cryptocurrencies

INVESTMENT REPORT: What You Should Know About Cryptocurrencies

Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice regarding cryptocurrencies and does not bill clients for the education it may provide them on crypto. 2021 has been a...

INVESTMENT REPORT: Fixed Income Insights

INVESTMENT REPORT: Fixed Income Insights

Last week, the Bureau of Labor Statistics reported that U.S. consumer prices exploded in April by the most since 2009 - far exceeding consensus and fueling the debate about how long inflationary pressures will last. Headline CPI rose 0.8% in April from March for a...

Moneta in the News: April 2021

Moneta in the News: April 2021

As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our insight and expertise on various topics, trends and industry themes. Check out some of our top recent media highlights...