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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: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of countries into the...
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....
Barron’s again ranks Moneta among nation’s Top 10 RIAs for combination of quality and scale
Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2021 marks the fifth year in a row Barron’s ranked Moneta in the Top 10 of its Top 100 RIA Firms. Moneta immediately stands out on...
What You Need to Know About the New Tax Policy Proposals in Washington
The House Ways and Means Committee released its tax policy proposals on Monday, September 13 with many differences from President Biden’s proposals and some items previously suggested by Senators. At this point, these are merely proposals under...
Moneta in the News: August 2021
Our team’s been busy the past month offering readers, listeners, and viewers their perspective on various timely topics top-of-mind for our clients. See below for a roundup of August’s media highlights with our experts’ insights: Fortune: Your...
Morgan Housel: Psychology of Money
Investing is not the study of finance – it’s the study of human behavior. That’s how award-winning columnist Morgan Housel framed it while hosting the second Moneta University Speaker Series event of 2021 with a webinar on “The Psychology of...
Moneta in the News: July 2021
There’s no summer slowdown at Moneta! From personal finance to investment strategies and market movements, a number of our team members have been busy offering their thoughts in key national and industry publications throughout the month of July....
INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of...
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