NEWS

Where Does This GameStop Story Go Next?

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

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...

How will the 2020 Election Results Affect Tax Policy and the Economy?

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...

Year-end Tax Planning Considerations

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

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...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

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...