Financial planning tips and resources to help you reach your financial goals.
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 this list because of...
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 consideration that may...
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 credit score might be...
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...