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Philanthropy includes contributions of all different kinds of offerings, including our treasure, time, talent, ties and testimony. All of these diverse ways of giving are relevant and important to fostering community strength and well-being. Time,…
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“With a mission to foster financial literacy and increase economic access, as well as supporting organizations that help our communities to thrive, the Moneta Charitable Foundation provides grant dollars and amplifies nonprofit service opportunities in…
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Working as a financial services professional, you probably are asking two things about your career: What is best for my clients? And, what’s best for me? At a bigger firm, it’s harder to make a…
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By Deb Dubin, Chief Philanthropy Officer We often share information with clients who are looking to respond to contemporaneous natural and humanitarian disasters, from flooding to earthquakes to wildfires to war. The Center for Disaster…
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Navigating the complexities of personal finance can be daunting. That’s why a career in financial services can be so rewarding: you’re helping give people peace of mind and greater confidence in their financial future. But…
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By Deb Dubin, Chief Philanthropy Officer I’m often asked for the best place to look for unbiased, honest evaluations of nonprofits and their performance. The quick answer: there isn’t one trusted place that you can…
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Embarking on a career in financial services is a pivotal step towards your long-term success. At Moneta, we believe that this journey shouldn’t entail pressuring your family and friends to buy products or relying solely…
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Charitably inclined clients often ask their financial advisors: what percentage of my assets should I be giving away each year? The simple answer: that there is no “one-size-fits-all” number, and personal choice ultimately dictates the…
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If you’ve been juggling your work life, family life, and financial life, you’re not alone. Cognitive dissonance can be both ironically humorous and deeply unsettling depending on how long you think about it. As a…
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You were so busy building your business that you never took time to consider an exit plan – now what? So far away, and yet so close. That’s probably how the time horizon for selling…
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Think you know your retirement number? Think again. More specifically, think differently. The concept of a singular retirement age isn’t helpful once you start thinking about it. A one-size-fits-all standard would be particularly absurd, but…
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For newer philanthropists and seasoned donors seeking to make an impact, Giving Circles can serve as a terrific source of sector knowledge and insights about community needs. Giving Circles create opportunities for donors to pool…
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We understand the importance of achieving professional success without compromising your personal goals. At Moneta, you can embark on a fulfilling, long-term career while still maintaining a rich and rewarding personal life. We prioritize family…
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“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity’s outlook remains well-positioned despite…
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QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov, American Writer The bull kept running in the first quarter despite any number of reasons…
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Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders,…
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Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…