Summer Edition

Summer Edition

How to Choose a Financial Advisor   When I was reading my news feed on my phone the other day, a story popped up with the headline, “How to Choose a Financial Advisor.” This reminded me of my favorite story related to that topic from the book, “The New Financial...
Summer Edition

Spring Edition

Moneta and the Coronavirus   The article I wrote for this newsletter will have to sit on the shelf for another time as the Novel Coronavirus pandemic has upstaged all other topics. Let me give my sincere thanks to Moneta’s Enterprise Service Team (EST), which is...
The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are talking with you and rebalancing, where necessary,...
Summer Edition

Winter Edition

Happy New Year! As I write this article, we are between Thanksgiving and the end of the year, with all the accompanying excitement and frenzy. I have heard from many people that Thanksgiving is their favorite holiday and this year we do have many reasons to give...
Summer Edition

Fall Edition

The “Raving Fan” “Raving Fans” is the title of a 1993 book written by prolific business author Ken Blanchard and co-authored by Sheldon Bowles. This book is given to every new Moneta employee on their first day and a request is made to read it and embrace...