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Retirement Planning: Do I Really Have Enough Wealth to Retire?

Retirement Planning: Do I Really Have Enough Wealth to Retire?

By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us, this transition is a great thing. You’ve worked hard and now it’s time to kick back and reap the rewards. If you're sure...

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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,...

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What Could Possibly Be Next in 2020?

What Could Possibly Be Next in 2020?

5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’ most pressing questions about the upcoming election and its...

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Investment Update: Election Year Market Impact

Investment Update: Election Year Market Impact

Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social unrest collided with unprecedented fiscal and monetary policy support, resulting in bond yields at/near record-low...

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5 COVID Questions to Ask Your Financial Advisor

5 COVID Questions to Ask Your Financial Advisor

By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st century would bring personal helicopters for...

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Tax Day for individuals pushed back to May 17

Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service (IRS) announced the...

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Tax Season: Safe Document Destruction

Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items to consider for disposal: Bank and Brokerage Statements...

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Where Does This GameStop Story Go Next?

Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on Wall Street, got the attention of the...

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