Moneta

Congratulations to Bryan Hebron on his recent promotion to Advisor.

Congrats to our new class of Partners!

Five Moneta Advisors Advance to Partner Moneta Group Investment Advisors announces the promotion of five Moneta Advisors to Partners. Susan Brown, James Chalmers, Maggie Rapplean, Mike Torney, and Benjamin Trujillo have completed the rigorous Partner in Training program and demonstrated their ability to lead, grow the business, and delive...

Discover the latest insights and news in investing, including the impact of the Iowa Republican caucus, Bitcoin ETFs, and more.

No More Snow Days

The year ended on a high note with a surge in the market, fueled by optimism over rate cuts and strong performances from key stocks. Find out more in our monthly recap.

December 2023 Monthly Recap December 2023 Monthly Recap: The year ended on a high note with a surge in the market, fueled by optimism over rate cuts and strong performances from key stocks. Find out more in our monthly recap.

In the final segment of our Geopolitical and Changing World Order series, we provide some practical considerations for investing around geopolitical uncertainty.

An Assessment of Geopolitics and Changing World Order – Part 3 This is our third and final part of a three-part series designed to provide some context and insights into the current macroeconomic environment.

May your holiday season be filled with riches of laughter, treasured loved ones, and an abundance of joy. As we wrap up this year’s financial statements, remember that the best investments are in the people we cherish.

Our offices will be closing at noon on Friday, December 22, and will remain closed through Monday, December 25.

In this upcoming series, we intend to look at the geopolitical environment and changing world order. Here is Part 1, which will focus primarily on the current environment and set the stage for an understanding of how geopolitics affects markets.

An Assessment of Geopolitics and Changing World Order – Part 1 | Moneta Group Read article: An Assessment of Geopolitics and Changing World Order – Part 1. Moneta Group offers comprehensive wealth management services.

Our Investment team's November recap touches on the market's rebound, the Federal Reserve's well telegraphed "hold" in rates, and the recent drop in oil prices.

November 2023 Monthly Recap | Moneta Group Read article: November 2023 Monthly Recap. Moneta Group offers comprehensive wealth management services.

CIO Aoifinn Devitt's recent post looks at the uneven market performance throughout the year, dispersion between growth and value stocks, and interest rates.

After the Harvest; Now where to Reap? | Moneta Group Read article: After the Harvest; Now where to Reap?. Moneta Group offers comprehensive wealth management services.

Investment Research Analyst Rick Bettger's newest piece looks at the recent growth in Japan's economy, the potential factors behind the change and what that may mean for the global economy.

Is the Land of the Rising Sun Rising Again? Narrative on Japan Changing | Moneta Group Read article: Is the Land of the Rising Sun Rising Again? Narrative on Japan Changing. Moneta Group offers comprehensive wealth management services.

As we come to the end of November, we have lurched from a textbook September Effect to a lackluster October to an ascendant November in what may turn out to be the best monthly performance in a year.

Read more from Moneta's CIO, Aoifinn Devitt, on what this may mean for markets heading into the year's final month.

Barely There | Moneta Group Read article: Barely There. Moneta Group offers comprehensive wealth management services.

Excitement is building that the US Fed might just have pulled off the impossible –taming inflation without generating a recession, and markets caught a burst of holiday cheer. Read about the current state of the market and more in our newest investment blog.

Channeling Goldilocks | Moneta Group Read article: Channeling Goldilocks. Moneta Group offers comprehensive wealth management services.

As of January 2023, Robinhood Financial offers new retirement savings accounts that include a 1% match. In this article, The WSJ, along with Moneta Partner Diane Compardo, highlights important considerations for investors. $

Robinhood Will Match 1% of Your IRA Contributions. Is It a Good Deal? While the accounts could encourage younger people to save for retirement, some advisers worry about speculative trading and limited investment options.

Moneta is looking for an Executive Assistant for our St. Louis office in Clayton, MO, a pivotal role that serves as a valued member of the Partner Team’s inner circle. Click the link to learn more and apply.

Executive Assistant Company Description: MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning revie...

Our Investment team's October recap touches on the market's performance throughout the month, the new Speaker of the House, and the growing gap between small and large cap stocks.

Read the full recap here:

October 2023 Monthly Recap | Moneta Group Read article: October 2023 Monthly Recap. Moneta Group offers comprehensive wealth management services.

Our newest investment article touches on the market's performance in October, the high demand for labor, and the Feds' decision to hold on interest rates on November 1.

Read the full piece here:

Managing Expectations | Moneta Group Read article: Managing Expectations. Moneta Group offers comprehensive wealth management services.

A recent Wall Street Journal article suggests the traditional stock-and-bond portfolios that worked so well for the past 40 years aren’t ready for what’s coming.

The basic thesis of this argument is that stocks are expensive, and long-term Treasury yields are at their highest levels in 16 years after a recent stark sell-off.

Find that article and our piece-by-piece breakdown in the post below.

Down But Not Out – In Defense of “Balance” in an Upside-Down World | Moneta Group Read article: Down But Not Out – In Defense of “Balance” in an Upside-Down World. Moneta Group offers comprehensive wealth management services.

It’s cooling down outside now, but earnings season is heating up. See what this means for a wide range of sectors, from consumer goods to telecoms and technology, in our newest blog post. Read the full piece here:

Market Serves up Tricks and Treats | Moneta Group Read article: Market Serves up Tricks and Treats. Moneta Group offers comprehensive wealth management services.

Don’t miss the opportunity to apply to our 2024 Summer Internship Program! Applications accepted through October 31. Learn more and apply here:

Interns program | Moneta Group WE ARE LOOKING FOR INTERNS LIKE YOU! MONEta’s internship program  9 weeks in summer  work with an advisory team  weekly lunch & Learn sessions  paid internship Moneta’s Internship program is a 9-week summer event where undergraduate students are immersed in the wealth management indu...

Please join us in congratulating Maggie Rapplean on being voted onto the board of Girls on the Run St. Louis!

Time for investors to plug in to utilities? Moneta CIO, Aoifinn Devitt, joined Reuters to explain why she thinks the utilities sector is now attractive for investors at current valuations. Watch the full Reuters "Sectors UpClose" segment here:

Time for investors to plug in to utilities? | Reuters Video Utilities are the worst performing of the S&P 500 sectors this year as their appeal to investors was eroded by soaring Treasury yields. Moneta Group’s Aoifinn Devitt explains why she thinks the sector is now attractive at current valuations.

In her newest blog post, CIO Aoifinn Devitt covers the tragic events in the Middle East, the "September effect," and more. Read the full piece here:

A Chill Descends | Moneta Group Read article: A Chill Descends. Moneta Group offers comprehensive wealth management services.

In this September recap, our investment team highlights September's performance reputation, the narrow avoidance of the government shutdown, and the pause in rate hikes. Follow the link below for the entire piece:

September Monthly Recap | Moneta Group Read article: September Monthly Recap. Moneta Group offers comprehensive wealth management services.

We are honored to be ranked among the nation's top RIA firms by Barron's for the eighth consecutive year. Learn more here:

Barron’s Ranks Moneta Among Nation’s Top RIA Firms for Eighth Consecutive Year | Moneta Group Read article: Barron’s Ranks Moneta Among Nation’s Top RIA Firms for Eighth Consecutive Year. Moneta Group offers comprehensive wealth management services.

More than 200 Moneta employees, friends, and family members joined us to watch the St. Louis Cardinals game on Friday, September 29. Although we didn't bring home a win, we did see Adam Wainwright make a surprise at-bat in his final series for the team. We'll miss you Waino!

With a government shutdown potentially looming, how will that impact the markets? CIO Aoifinn Devitt's newest blog looks into that topic, along with inflation and the continuing rise of mortgage rates.

Read more here:

Shut-down Fears Heat Up | Moneta Group Read article: Shut-down Fears Heat Up. Moneta Group offers comprehensive wealth management services.

In the newest investment team blog post, the team shines a light on the ongoing debate between active and passive management of investment portfolios. Both sides have evidence-based justification that you can learn more about in the post below.

Active Strikes Back: Early Signs of Active Management Proving Its Worth | Moneta Group Read article: Active Strikes Back: Early Signs of Active Management Proving Its Worth. Moneta Group offers comprehensive wealth management services.

Coming to a Crossroads: Moneta’s VP of M&A, Shawn Paulk, served as moderator for a panel discussion at the Texas RIA Summit in Dallas. With industry-wide M&A activity still in full throttle, the panel debated the pros and cons of inorganic versus organic growth while highlighting the importance of a succession plan.

If you’re an undergraduate student looking for paid experience in the wealth management industry…

We are looking for interns like you!

Learn more here: https://bit.ly/467Hb3F
Apply here: https://bit.ly/3ZBd6qP

Moneta in the heart of Texas! Head of Alternative Investments, Andrew Kelsen, was recently featured on the Private Wealth Management Summit panel in Dallas to discuss finding the right balance between alts and private assets.