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Investment Report: 2020–The Best of Times and the Worst of Times, so Far…

Investment Report: 2020–The Best of Times and the Worst of Times, so Far…

by Kelly Fortado | Jul 31, 2020 | Bill Hornbarger, Investments

  We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was the speed and depth of the decline of economic activity in the ‘forced’ recession, the biggest surprise of Q2 was the...
Investment Report: Another Look at High Yield

Investment Report: Another Look at High Yield

by Daniel Kukla | Jun 29, 2020 | Bill Hornbarger, Investments

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked in February of 2020. The U.S. economy...
2020’s Second Quarter So Far and a Look Ahead

2020’s Second Quarter So Far and a Look Ahead

by Daniel Kukla | Jun 11, 2020 | Bill Hornbarger, Investments

At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the NASDAQ closed at a record high level on June 10. Equity markets and other...
Investment Report: Direction, Degree and Timing

Investment Report: Direction, Degree and Timing

by Daniel Kukla | May 27, 2020 | Bill Hornbarger, Coronavirus, Investments

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April, with most equity market segments posting double digit returns for the month. April provided welcome relief for...
Investment Report: Pandemics, Deficits and a Look Ahead

Investment Report: Pandemics, Deficits and a Look Ahead

by Daniel Kukla | Apr 24, 2020 | Bill Hornbarger, Compardo, Wienstroer, Conrad & Janes, Coronavirus, Investments

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) The financial markets have taken investors on a tumultuous journey in the first quarter of 2020, with equities seeing record highs before plunging into bear territory in the shortest time frame on...
Breaking News: Quarterly Tax Payment Deadline Extended

Breaking News: Quarterly Tax Payment Deadline Extended

by Susan Gerard | Apr 10, 2020 | Compardo, Wienstroer, Conrad & Janes, Investments

The Department of Treasury and the Internal Revenue Service (IRS) announced yesterday that any individual or corporation that has a quarterly estimated tax payment due on or after April 1, 2020 can wait until July 15 to make that payment. No late-filing penalty,...
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COVID-19 / SEC FILING UPDATE:

Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.

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Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.
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Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.
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Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).
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WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

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WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.