Admiral James Stavridis: Thoughts on Geopolitics and Leadership
January 16, 2025
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with o...
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GROUP RETIREMENT PLANS
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Help participants achieve better retirement outcomes through education programs, including program development, meetings, communications management, and counseling. Provide unbiased financial support typically only available to wealthy families.
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Offer participants all-institutional investment line-ups, including target-risk and target-date funds, as well as index funds and collective trusts to help reduce costs.
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Ensure clients meet fiduciary obligations with a 3(38) discretionary investment management platform and provide governance consulting for plan sponsors. Tailored plans to meet the unique needs of all participants, including owners and senior leaders.
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How to preserve your legacy when selling your business
January 15, 2025
Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’...
Fourth Quarter Investment Report
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
Monthly Recap – December 2024
January 6, 2025
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...