Some Thoughts on Gold

Voice of Moneta, April, 2013Some Thoughts on GoldOn the off chance you haven’t noticed, the price of gold has been falling.  Gold reached its peak in September 2011, topping out at just over $1,900/oz.  On April 15, 2013, gold was trading at around...

Tax Season Reminder

“The tax man cometh….” Actually the play is titled The Iceman Cometh, but for most, this time of year—and a reasonably mild winter thus far—means careful preparation for the tax man. No matter how many times you go through the exercise...

Protecting Client Assets

By Steve Frontczak, Moneta Group Chief Compliance Officer The trust our clients place in us is never taken lightly. Moneta Group employs a variety of measures to ensure the assets of our clients are secure. Why are your assets safe with Moneta Group, and how is...

Password Security

by Nancy Pritchard,Moneta Group Marketing and Communications DirectorMany of our clients conduct some form of business over the Internet — banking, bill paying, even just shopping. While it is convenient — and certainly a preference for many — the...

Electronic Fraud

We are concerned with the increase in online fraud and are alerting you to two different ways you may be at risk. Phishing: This is an email that appears to come from a reliable source — often Schwab, Fidelity or your bank. The criminal’s goal is to lure...