July 1, 2009

NPR Announces Moneta as a Top Wealth Manager

NPR/KWMU announced Moneta Group’s ranking at No. 81 in Wealth Manager’s 2009 list of America’s Top Wealth Managers.

June 23, 2009

Proxy Votes DO Count

It was anything but a typical year as shareholders cast their ballots as part of the official tally at many…

June 10, 2009

Understanding the Dow Jones

This question—What did the Market do today?—is one we hear often at Moneta Group, but I think what people are…

June 3, 2009

Are You Appropriately Covered?

Investments, investments, investments…  There is no question the primary focus for clients and their advisors over the past year has…

May 27, 2009

The Social Security Issue

Those of us who saw headlines last week surrounding the release of the 2009 Annual Report of the Board of…

April 8, 2009

New Tax Bills on the Horizon

It seems like only yesterday the Bush tax cuts came into effect, although it was 2001.  I think back to…

March 19, 2009

Credit Default Swaps: Another ‘Elephant in the Room.’

Many of you by now have no doubt heard something about relatively obscure investment vehicles called Credit Default Swaps and…

February 26, 2009

Making the MOST of College Funding

Missouri passed legislation on August 28, 2008, joining Arizona, Kansas, Maine and Pennsylvania, becoming the fifth state allowing taxpayers to…

January 29, 2009

Gifting Appreciated Securities

Even though tax season, 2008, is in full swing and any decisions about charitable giving have been completed for this…

January 8, 2009

The Psychology of Decision Making

While considering possible topics for this week’s ‘blog,’ it was hard to ignore the Madoff investment scandal.  The scope of…