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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.

Monthly Recap – November 2024

Monthly Recap – November 2024

December 6, 2024

Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

Monthly Recap – October 2024

Monthly Recap – October 2024

November 8, 2024

Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk mark...

Trump 2.0: Quick Thoughts on Results, Reaction and Implications

Trump 2.0: Quick Thoughts on Results, Reaction and Implications

November 6, 2024

We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campa...

Third Quarter Investment Report

Third Quarter Investment Report

October 17, 2024

What a quarter. The last three months were filled with historic events, including an incumbent droppin...

Monthly Recap – September 2024

Monthly Recap – September 2024

October 8, 2024

Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker return...

Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year 

Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year 

October 3, 2024

Nine times!?  Nine times.  Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA...

Fifty and Fabulous

Fifty and Fabulous

September 19, 2024

“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfill...

Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts 

Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts 

September 18, 2024

Independence from private equity positions the fee-only RIA to offer advisors the resources they need ...

Monthly Recap – August 2024

Monthly Recap – August 2024

September 5, 2024

Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-...

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