Financial planning tips and resources to help you reach your financial goals.
Moneta Moneywise Podcast: Exploring SPACS from an Investor Perspective
Are Special Purpose Acquisition Companies (SPACs) too good to be true, or a leveling of the playing field in early stage investing? Moneta CIO Aoifinn Devitt interviews Peter Early, Head of Business Development at Exos, a next generation fin-tech platform for B2B...
Moneta Moment: New Investments Video Series from Our CIO Aoifinn Devitt
Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of investments. In her first episode, Devitt discusses the recent movement in bond yields and what this means for the fixed income allocation in...
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...
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 general guidelines for...
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. See below for a...
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, we laid out a few of...
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 announce the...
Dunston Financial Group to Become First to Merge into Moneta for Scale, Sustainability
Dunston Financial Group will partner with $18.5B (AUM) Moneta to gain the advantage of large-scale resources and support while maintaining entrepreneurial independence DENVER, Oct. 3 When rapid growth created the need for scalability, infrastructure and a long-term...
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 Have Conversations that...