NEWS
Coronavirus update: What the markets are telling us
The number of reported coronavirus cases (and the media coverage) continues to increase on a daily basis. I thought it might be interesting to take a look at the financial markets as an attempt to gauge the level of concern. I am using December 10 as the date when the...
Simplifying the SECURE Act and What it Means for Your Estate Plan
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This legislation carrying substantial...
An update from our CIO about the Coronavirus
We have been closely monitoring the outbreak of the coronavirus and hope that health care officials can minimize the human toll that this type of event can bring. At the same time, we are also sensitive to the potential market and economic consequences. Friday’s...
Investment Report: An uncertain environment in the wake of strong gains
By Bill Hornbarger, Chief Investment Officer at Moneta Last year was a banner year for the financial markets. Every major asset class we track produced positive returns, led by U.S large cap growth stocks with the S&P 500 posting a 31.5% return. Despite...
Four Moneta Advisors advance to Partner
Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the firm as Partners, effective January 1, 2020. “These four have completed the Partner-in-Training program and met the rigorous...
Another national publication looks to Moneta as a model for industry excellence
Both Financial Advisor Magazine and Real Assets Adviser featured Moneta in a cover story in the last year. Their in-depth articles highlight the firm's success and demonstrate trust and respect in the firm as a source, story and model for the financial planning...
Investment Report: A few thoughts on capital market forecasts
By Bill Hornbarger, Chief Investment Officer at Moneta This is the time of year that many investment firms start the process of calculating Capital Market Assumptions (CMAs). These are simply estimates (typically intermediate to longer term defined as 7-10...
Moneta’s CMO Susan Gerard recognized among top leaders in St. Louis and financial planning industry at large
The St. Louis Business Journal selected Susan Gerard as one of 14 winners for its inaugural “C-Suite Awards,” which recognize a class of C-level leaders in the region who made the biggest impact on their companies in 2019. This honor comes just three months after...
Year-End Tax Planning Opportunities
With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities...
Giving Tuesday: Moneta Charitable Foundation celebrates 20 years of investing in the St. Louis community
More than $3 million donated to 300+ local nonprofits since 1999 ST. LOUIS, Dec. 3 – Moneta financial advisors celebrated the Moneta Charitable Foundation’s 20th anniversary with a record-setting pledge campaign in 2019. The financial planning firm raised an all-time...
