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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: What You Should Know About Cryptocurrencies
Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice regarding cryptocurrencies and does not bill clients for the education it may provide them on crypto. 2021 has been a...
INVESTMENT REPORT: Fixed Income Insights
Last week, the Bureau of Labor Statistics reported that U.S. consumer prices exploded in April by the most since 2009 - far exceeding consensus and fueling the debate about how long inflationary pressures will last. Headline CPI rose 0.8% in April from March for a...
Investment Report: What a Difference a Year Makes
By Chris Kamykowski, CFA | Moneta Investment Consultant Twelve long months ago, the world faced a truly unique uncertainty while coming to grips with the onslaught of a global pandemic and sharp economic contraction arising from unprecedented worldwide lockdowns....
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 Securities and Exchange...
Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some...
Moneta in the News: May 2021
It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to weigh in on key industry trends....
Moneta Trust in the News
Start spreading the news, Moneta has its own trust company! This move provides our advisors with tools to more efficiently pass clients’ net worth onto the next generation and furthers our commitment to fiduciary practices and independence. Below,...
Moneta Attracts International Investment Strategist as New Chief Investment Officer
Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to...
Celeste Headlee: How to Have Conversations that Matter
Empathy is not just some touchy-feely emotion. It’s a survival skill. That’s how award-winning journalist and best-selling author Celeste Headlee described it while kicking off the 2021 Moneta University Speaker Series with a webinar on “How to...
INVESTMENT REPORT: What You Should Know About Cryptocurrencies
Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice regarding cryptocurrencies and does not bill clients for the education it may provide them on crypto. 2021...
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