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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...
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,...
FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of those is the large increase in income that occurs after residency. Physicians typically go from making an annual salary...
Investment Report: 2020–The Best of Times and the Worst of Times, so Far…
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
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
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
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 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...
HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a vesting schedule. The...
Internal Revenue Service’s “Dirty Dozen” List of Tax Scams for 2020 Feature COVID-19 Schemes
Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to the coronavirus pandemic or tax relief. Scam artists use the public interest in the pandemic to...
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...
Moneta Managing Partner Eric Kittner Featured on “Smart Money Circle” Podcast
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial Action Plan,” Kittner reiterates the...
Moneta becomes St. Louis area leader in fiduciary training for retirement plan sponsors
Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta offers a broad and diverse set of specialized experts to help its clients navigate any financial...
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