Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
Insights & News
Light Reading.
Heavy Return on Investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
Monthly Recap – August 2025
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
Monthly Recap – July 2025
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Monthly Recap – June 2025
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Protecting You From WhatsApp Impersonation Scams
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
May 19, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...
Disaster Response
May 19, 2025
On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...
LOAD MORE