Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “At what age should I consider long-term care insurance?” Unlike homeowner’s insurance, auto insurance or health insurance, which many people…
Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs. Moneta, a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to…
Empathy is not just some touchy-feely emotion. It’s a survival skill. That’s how award-winning journalist and best-selling author Celeste Headlee described it while kicking off the 2021 Moneta University Speaker Series with a webinar on…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “should I roll my pension to an IRA?” This is a popular question and the answer may not be a…
Last week, the Bureau of Labor Statistics reported that U.S. consumer prices exploded in April by the most since 2009 – far exceeding consensus and fueling the debate about how long inflationary pressures will last.…
President Biden released some details of his proposed income tax increase, which includes among other things, calling for treating long-term capital gains as ordinary income for taxpayers with annual income exceeding $1M. Those impacted by…
Something to Look Forward To… Tasha Borglum, Advisor A client once told me that she largely credits one thing to keeping her energized in tough times and even just in the daily grind that can…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what are Master Limited Partnerships?” MLPs are a special type of business entity created by Congress in 1980s. They’re typically…
As one does in a new year, we reflect on the prior year. What we liked, what we disliked, what we are set out to change to make the next 12 months better. With the…
The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations rallying to help each other in times of need stands as…
Our team marked a significant milestone in March. It has now been a year that we have been working from home. We want to recognize this anniversary by thanking each of you for your patience…
Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row, the National Association of Plan Advisors (NAPA) recognized Moneta on its list of the nation’s…
As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021.…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I check a financial advisor’s background?” You may be surprised to learn that it’s fairly easy to look…
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service…
By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large…
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…
We eagerly welcome 2021, wishing all of you good health and happiness, and are excited to share news about our team—all designed to better serve as your Family CFO. Stephen Hoerr, MBA, CPA, CFP® joined…
By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications of a Democratic majority-led government. While this provides a great opportunity to…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line…
By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide…