Financial planning tips and resources to help you reach your financial goals.
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...
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...
Moneta Charitable Foundation Partners With Local Nonprofits In COVID Relief Plan
The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations rallying to help each other in times of need stands as one of the major positive results from the test COVID gave us....
Moneta Named Among Nation’s Top Defined Contribution Advisor Multi-Office Firms
Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row, the National Association of Plan Advisors (NAPA) recognized Moneta on its list of the nation’s Top DC Advisors. Moneta debuted on NAPA’s list of...
Moneta wins five Top Workplaces Awards and is honored among nation’s Best Places to Work for Financial Advisors
As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021. Moneta also won a 2021 Top Workplaces Industry Award for...
Tax Day for individuals pushed back to May 17
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service (IRS) announced the official deadline...
What the Biden Administration’s First Tax Relief Legislation May Mean to You
As Americans have continued to get through the pandemic, the American Rescue Plan Act of 2021 brings a third round of economic stimulus checks along with $1.9 trillion in COVID relief to the economy. Checks are expected to start coming within days of Biden signing the...
Tax Season: Safe Document Destruction
Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items to consider for disposal: Bank and Brokerage Statements (because 10 years of...