![](https://monetagroup.com/wp-content/uploads/2024/01/moneta-hero-2000x800-1.webp)
News & Insights
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
-
Physicians Guide – Optimizing Your 1099 Income
Physicians often seek opportunities to supplement their retirement savings and defer taxes beyond their traditional retirement plans, such as a…
-
Tax Implications for Business Sales
By Michael Torney, CFP, J.D., LL.M. I have advised many business owners on the tax implications of various financial planning areas. The…
-
The Benefits of Owning Qualified Small Business Stock
By Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may…
-
Key Man Risk
By Michael Torney, J.D., CFP®, LL.M., CEPA Many business owners assume their business is more valuable than it actually is. One of…
-
The Four Exit Paths
By Michael Torney, CFP, J.D., LL.M., CEPA So, you’ve started thinking about exiting the business. It happens to every owner at…
-
Physicians Guide – Exploring Education Funding and Savings Strategies
By Wesley Sebacher, CFP®, CAIA® As a physician, you’ve dedicated a significant amount of time and resources toward your education and…
-
Physicians Guide – Defining Philanthropic Goals and Maximizing Charitable Impact
By Wesley Sebacher, CFP®, CAIA® Charitable giving and philanthropy provide physicians with an opportunity to make a significant impact on their…
-
Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when…
-
Physicians Guide – Determining Your Disability Insurance Need
By Wesley Sebacher, CFP®, CAIA® Disability insurance is a critical component of financial planning for physicians. Physicians invest years of their…
-
Totally Eclipsed
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…
-
Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
-
The Halve of It: Rehashing the Bitcoin Saga
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to…
-
Physicians Guide – Determining Your Life Insurance Need
By Wesley Sebacher, CFP®, CAIA® Life insurance is an essential financial tool for physicians, as it provides a safety net for…
-
Determining the Value of a Business – Understanding Valuation
By Michael Torney, CFP®, J.D., LL.M. Most owners work constantly to build their businesses. They are always seeking to find new…
-
Physicians Guide – Optimizing Your Debt Management
By Wesley Sebacher, CFP®, CAIA® Debt management is a crucial aspect of financial wellness for physicians. You have invested a…
-
Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of…
-
Maximize Your Benefits: Pairing a Dependent Care or Limited Purpose Flexible Spending Account with a Health Savings Account
By Wesley Sebacher, CFP® Managing healthcare and dependent care expenses can be a significant financial burden for many individuals and…
-
Make Certain Your Wealth Isn’t Too Dependent on Your Employer
By Michael Torney, CFP, J.D., LL.M. It’s not unusual for corporate executives to have a lot of their wealth tied to…
-
Physicians Guide – Exploring Student Loan Repayment Options
By Wesley Sebacher, CFP®, CAIA® As a physician, you have invested a significant amount of time and resources into your…
-
Physicians Guide – Exploring Student Loan Forgiveness Options
Wesley Sebacher, CFP®, CAIA® Student loan forgiveness for physicians is a critical topic, especially with the high levels of student…
-
Getting Set to Retire? If You Own Company Stock in your Retirement Account, Explore this Potential Tax Benefit
By Michael Torney, CFP, J.D., LL.M. Executives who have worked for one company during much of their career can accumulate a…
-
How Interest Rates Are Affecting Your Pension Lump Sum Value
Wesley Sebacher, CFP®, CAIA® Planning for retirement is a crucial financial endeavor, and one of the key factors to consider…
-
Entrepreneurs – The Paradox of Investing Outside of Your Business
By Michael Torney, CFP, J.D., LL.M. Most entrepreneurs have a single focus – working to make their business successful until it…