NEWS
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...
Investment Report: What a Difference a Year Makes
By Chris Kamykowski, CFA | Moneta Investment Consultant Twelve long months ago, the world faced a truly unique uncertainty while coming to grips with the onslaught of a global pandemic and sharp economic contraction arising from unprecedented worldwide lockdowns....
Moneta Charitable Foundation Partners With Local Nonprofits In COVID Relief Plan
The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations rallying to help each other in times of need stands as one of the major positive results from the test COVID gave us....
Moneta Named Among Nation’s Top Defined Contribution Advisor Multi-Office Firms
Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row, the National Association of Plan Advisors (NAPA) recognized Moneta on its list of the nation’s Top DC Advisors. Moneta debuted on NAPA’s list of...
Moneta wins five Top Workplaces Awards and is honored among nation’s Best Places to Work for Financial Advisors
As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021. Moneta also won a 2021 Top Workplaces Industry Award for...
Tax Day for individuals pushed back to May 17
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service (IRS) announced the official deadline...
What the Biden Administration’s First Tax Relief Legislation May Mean to You
As Americans have continued to get through the pandemic, the American Rescue Plan Act of 2021 brings a third round of economic stimulus checks along with $1.9 trillion in COVID relief to the economy. Checks are expected to start coming within days of Biden signing the...
Tax Season: Safe Document Destruction
Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items to consider for disposal: Bank and Brokerage Statements (because 10 years of...
First and Second Draw PPP Loans Reopen for Small Businesses with 20+ Employees
COVID-19 created unique challenges and hardships for small businesses. To help keep these businesses solvent while mitigating layoffs of employees, the government created a federal relief program under the CARES Act – the Paycheck Protection Program (PPP) – which...
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...