Halls Dorn Aiazzi Team

Tim Side, Moneta's Research Analyst talks about China, and reasons for the inclusion of China in our portfolios. Follow the link to read more.

The China Dilemma | Moneta Group The concerns around an investment in China are numerous, including tariffs, human rights violations, intellectual property theft, and the outbreak of Covid-19. However, the long-held investment thesis for China has been coming under renewed scrutiny since the regulatory crackdown of tech and educati...

Inflation and interest rates have many clients worried about their portfolio.

Our CEO Eric Kittner discussed the importance of having a long-term, goal-minded view during times of volatility in Citywire's recent RIA roundtable.

How three top RIAs talk clients through market volatility CITYWIRE RIA ROUNDTABLE: Moneta's Eric Kittner, Verdence Capital Advisors' Leo Kelly and Journey Strategic Wealth's Damian Lo Basso talk about how they're navigating the bear market.

2022's "good news being bad news" theme seems to continue as we head toward the end of the year. Read more about how recent employment numbers play into this theme in Aoifinn Devitt's newest investment piece:

Be Careful What You Wish For | Moneta Group As the year hurtles to a close, we continue to face a barrage of news flow from all quarters, and the “good news being bad news” theme is continuing to the point that we think it needs to be challenged.

Earlier this year, the IRS made changes to RMD penalties, and since then, it has confused many clients.

Moneta Advisor, Kristi Borglum explains this change and whether action must be taken before the new year in this Financial Advisor Magazine article.

Confusion Reigns On IRS Penalty Waiver For Missed RMDs, Advisors Say The changes impact designated beneficiaries who are inheriting retirement accounts.

Despite a year of market volatility and a looming recession, big U.S. companies are increasing capital spending. Our CIO, Aoifinn Devitt, breaks down what this means for companies' 2023 outlook in reporter Hannah Miao's Wall Street Journal article.

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Companies Are Still Boosting Capital Spending Despite Higher Rates Capital spending among companies in the S&P 500 in the third quarter is set to top $200 billion even as a potential recession looms.

For investors nearing retirement, this one’s for you.

Senior Advisor Michael Torney authored this Kiplinger article to share what he says are important steps to take as you near this next chapter. Click the link to learn more.

You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It! Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.

In her newest "Moneta Moment" video, our Chief Investment Officer, Aoifinn Devitt, looks back at the real estate market's performance in 2022. Click here for the full video:

Moneta Moment - A Testing Moment for Real Estate | Moneta Group Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient has real estate been this year?

The possibilities of becoming a multimillionaire overnight can be overwhelming, especially during a period when most are grieving the loss of a parent or other loved one. Read more on this topic from Partner Erin Hadary in her most recent Kiplinger piece:

I’ve Inherited a Lot of Money. Now What? First, put all major decisions on hold. A financial planner can help you come up with a plan that addresses your goals, dreams and needs.

What makes an M&A transaction successful?

Hiring an investment banker for the larger, more complex situations, according to our CEO Eric Kittner. Learn more in Ali Hibbs' Wealth Management article.

Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal Outside input is important, the panelists agree, but choose carefully. There are only a handful of bankers and attorneys with the expertise to create the best outcome for selling advisors.

We're excited to announce the launch of our client portal!

The new platform allows clients to interact with advisors in a secure environment. Our COO Keith Bowles explains more in Ali Hibbs' Wealth Management article.

Why RIA Moneta Built Its Own Client Portal and Mobile App Moving into a new stage of growth, the $33 billion, partner-owned RIA has created a digital app to 'seamlessly' connect clients—with their advisors and with each other.

In her newest Moneta Moment video, CIO Aoifinn Devitt shares her thoughts on the market volatility throughout this year and how that will carry on into Q4 2022.

Moneta Moment - Where to Shelter from the Storm Chief Investment Officer, Aoifinn Devitt, is here to share her thoughts on the market volatility throughout this year and how that will carry on into Q4 2022...

In this week's investment insight piece, Moneta's Chief Investment Officer, Aoifinn Devitt, shares her thoughts on the mid-term election cycle and how the job market matters, but not in the way you may think. Click the link below for more.

Jobs Matter, But Not in the Usual Way, This Election Day | Moneta Group As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not a lot of mention of jobs.

For the first time in 6 years, the S&P 600 is on track to outshine the S&P 500. In reporter Hannah Miao's Wall Street Journal article, our CIO, Aoifinn Devitt, discussed how the dollar is impacting their performance.

A Strong U.S. Dollar Buoys Small-Cap Companies’ Stocks The S&P 600 small-cap index is on pace to outperform the S&P 500 this year for the first time since 2016.

Chris Kamykowski, Moneta's Head of Investment Strategy and Research, along with Research Analyst, Tim Side wrote a piece providing their current market outlook.

Volatility Higher as Fed Focused on Inflation | Moneta Group Read article: Volatility Higher as Fed Focused on Inflation. Moneta Group offers comprehensive wealth management services.

In this week's investment insight piece, Moneta's Chief Investment Officer, Aoifinn Devitt, touches on the continued surprises we see from the market. Read the entire article below.

Not Exactly the Same Song Sheet | Moneta Group Read article: Not Exactly the Same Song Sheet. Monet Group offers comprehensive wealth management services.

The results are in and Moneta is honored to be listed among the Top 11 RIA firms for the sixth consecutive year!

Barron’s again ranks Moneta among nation’s Top RIAs for combination of quality and scale | Moneta Group Read article: Barron’s again ranks Moneta among nation’s Top RIAs for combination of quality and scale. Monet Group offers comprehensive wealth management services.

By expanding our physical footprint in Chicago, we can provide an elevated level of service to our existing client base in the region.

Read more about our recent announcement in St. Louis Business Journal reporter James Drew's article.

Moneta Group Investment Advisors LLC adds an office in Chicago - St. Louis Business Journal The office expansion also reflects how the coronavirus pandemic has changed recruiting, hiring and working.

CPI reports have prompted some of the largest single-day selloffs this year.

In MarketWatch reporter Isabel Wang's latest article, our CIO, Aoifinn Devitt, broke down the market reaction she anticipated ahead of the September data.

What stock-market investors will be watching in Thursday's U.S. inflation report Strong U.S. consumer-price index readings were responsible for some of the stock market's biggest one-day selloffs of 2022. Investors are bracing for the...

Congratulations to Amanda on the arrival of baby Baker on July 18th, 2022! Thanks Amanda, for bringing him to his first team lunch!

Welcome to Team Moneta, Baker!

Aoifinn Devitt, Moneta's Chief Investment Officer, wrote a piece explaining why, when it comes to market volatility, enough is enough.

Why, When it Comes to Volatility, Enough is Enough | Moneta Group Volatility has been the name of the game, and sharp market action kicked off last Thursday with the S&P 500 falling by as much as 2.4% following the publication of the US inflation numbers.

This was so inspiring!

John O’Leary: Being Out of Bed Doesn't Mean You're Awake - Moneta | Fee Only Financial Planning | Investment Advisors | Clients Nationwide Doctors once gave John O’Leary a 1% chance to live after 100% of his nine-year-old body was burned by a gasoline explosion. His dad has lived with Parkinson’s Disease for the past 33 years. While hosting the third Moneta University Speaker Series event of 2021, the best-selling author shared sto...

Not all credit cards are created equal. CFP® and Advisor Michael Peek explains how to choose the right card for your credit score in MoneyGeek: https://www.moneygeek.com/credit-cards/excellent-credit/ =michael-peek-cfp