Moneta in the News: September 2021

As we officially say goodbye to summer and hello to fall, our team members have been busy sharing their expertise with a variety of news outlets throughout the month of September.

Below, we’ve compiled a recap of the month’s media highlights:

Financial Advisor Magazine: Tax moves advisors should be making before year’s end

  • CPA, CFP® and Partner Kara Harmon shared her perspective on helping clients navigate the changing tax landscape. Kara explained the importance of preparing for potential tax changes in the new year and considerations for estate planning.

Citywire: $27bn family office seeks ESG strategies for new platform

  • ESG investing is top of mind for many clients. Reporter Nicole Piper shared our recent efforts to build out a comprehensive alternative investment platform with insight from our Chief Investment Officer Aoifinn Devitt.

Barron’s Advisor: How this advisor helps professional athletes become smart investors

  • CPA, CFP®, PFS, AWMA® and Partner Diane Compardo is featured in a Q&A highlighting her current focus with clients and her perspective on portfolio management in the current environment.

Barron’s Advisor: How wealth managers are beating the hiring crunch

  • Eric Kittner, CEO & Chairman of the Board, shared key strategies to hire talent in today’s competitive environment and highlighted our commitment to employee development.

Parents Magazine: Most parents say they might use retirement savings to pay for kids’ college — here’s what to do instead

  • CFP®, CPA and Partner Mark Conrad shared tips to pay for higher education without dipping into retirement savings. Specifically for individuals it applies to, Mark suggests evaluating whether tapping into home equity could be an alternative.

The Wall Street Journal: Stocks decline as Nasdaq fades from record

  • Our Chief Investment Officer Aoifinn Devitt spoke with reporter Hardika Singh for the outlet’s markets wrap piece. Aoifinn pointed to current global events, Hurricane Ida and a jobs report as factors impacting investor sentiment. Aoifinn’s insight also ran in Morningstar.

CNBC Grow: The ‘one-stop shop’ way for retirement savers to build wealth, according to a financial analyst

  • Grant Edmunds, CFP® and Advisor, explained the nuances of investing in target-date funds, highlighting the popularity of these funds as well as the associated fees. This coverage also ran in CNBC Make It.

TD Ameritrade Network: Link unavailable

  • To start off the month, our Chief Investment Officer Aoifinn Devitt joined the show to share her take on the market’s reaction to geopolitical events and where she’s seeing the best performance.

Stay up to date with Moneta news by following us on LinkedIn, Facebook and Twitter.

© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. These articles do not individually or collectively constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation.

Additional articles