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…
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…
COVID-19 created unique challenges and hardships for small businesses. To help keep these businesses solvent while mitigating layoffs of employees, the government created a federal relief program under the CARES Act – the Paycheck Protection…
Boston-Area Firm The Berry Group Brings $625 Million to Growing Partnership ST. LOUIS — February 18, 2021 — Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to…
Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on…
By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to…
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll…
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also…
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several…
2020 has been an unusual year to say the least. As we have adapted to “new normals” throughout our lives, following are some important changes to consider as the year closes for your tax strategy.…
Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker Series this week, said that many also have anxiety about it. While…
Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make decisions that are not in their own best interest? Moneta’s Participant Engagement…
In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for…
5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’…
Ordent Visuals / Shutterstock.com As financial planners during an election cycle, we often hear the concerns of our clients and how regulatory changes may impact their lives. These concerns have ranged from healthcare costs to…
ST. LOUIS, September 23, 2020 – Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas City. There the firm will…
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a…
Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to the coronavirus pandemic or tax relief. Scam artists use the…
By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st…
We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was the speed and depth of the decline of…
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial…
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked…
At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the…