Moneta Group principal, Dave Sadler, was quoted in the article, “7 Steps to a 2010 Roth IRA Conversion,” by Amy E. Buttell which was picked up by Yahoo!Finance.com and Fidelity.com. The article was originally published on Bankrate.com. A blogger also picked up the article and posted it on his blog: http://credit.300xl.com.
COVID-19 / SEC FILING UPDATE:
Moneta Group Investment Advisers, LLC intends to rely on the Order promulgated by the Securities and Exchange Commission under Release No. IA-5463 and updated by Release No. IA-5469 with regards to its annual filing of Form ADV. In addition, Moneta intends to rely on the Order with regards to the delivery of our Summary Brochure and ADV Part 2B Brochures as well. The SEC’s Order grants Registered Investment Advisor firms like Moneta temporary relief from reporting requirements that would otherwise be due amidst the business and everyday disruptions caused by the COVID-19 pandemic. Moneta takes its obligations and fiduciary responsibilities seriously, and intends to effectuate its filing and delivery as soon as is feasible given the circumstances.