Moneta

04/07/2026

As the tax filing deadline approaches, staying informed can help protect your personal and financial information.

Each year, the IRS releases its “Dirty Dozen” list highlighting the most common tax‑related fraud schemes seen during filing season, from phishing and impersonation scams to misleading tax advice circulating online.

The 2026 list reflects how quickly these schemes continue to evolve and serves as a helpful reminder to pause, verify sources, and be cautious with unsolicited messages or offers that sound too good to be true.

🔗 Read the IRS’s 2026 Dirty Dozen list here:

IR-2026-30, March 5, 2026 — The Internal Revenue Service today announced its annual Dirty Dozen list of tax scams for 2026 that threaten the tax and financial information of taxpayers, businesses, and tax professionals.

04/06/2026

Divorce brings a mix of emotions and significant financial decisions.

In her latest Women in Motion blog, Moneta Partner Lindsay Taylor shares why the first 100 days after divorce are such a critical financial window for women, and how taking the right steps early can help reduce risk, avoid common oversights, and restore a sense of control.

This guide walks through what to prioritize immediately, as well as within 30, 60, and 90 days. It covers key considerations like account separation, credit protection, insurance, estate planning, and budgeting.

To make these steps easier to act on, Lindsay also created a free, printable checklist that summarizes the key actions into an easy-to-reference resource.

🔗 Read the blog and download the checklist here: https://bit.ly/41dLBW6

04/02/2026

Global markets faced heightened volatility in March as geopolitical tensions and energy supply disruptions weighed on equities, fixed income, and international markets. Our Investment Department’s latest monthly recap breaks down what drove market movements, how asset classes responded, and what we’re watching ahead.

Read the full recap here:

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S. equities fell broadly, with the S&P 500 and Russell 2000 indices both down 5.0%, while growth stoc...

04/02/2026

Congratulations to Moneta Senior Retirement Plan Advisor, Sarah Bishop for being named to planadviser's 2026 list for Top Retirement Plan Advisers, published March 2026.

To see the full list, click here: https://bit.ly/3NPixBb
Methodology: https://bit.ly/3NPixBb

03/30/2026

Congratulations to Moneta Partners Diane Compardo and Brad Koeneman for being named to Barron's 2026 Top Advisor Rankings by State, published March 20, 2026.

To see the full list, click here: https://bit.ly/4dfnPA9
Methodology: https://bit.ly/4c2qlqM

03/27/2026

We’re honored to share that the National Association of Plan Advisors (NAPA) included us on its list of Top Defined Contribution Advisors for a seventh consecutive year! It’s the sixth straight year we were named among the top multi-office firms after first appearing on the list of top teams in 2020.

See the full list here: https://bit.ly/40UDvBB
No payment was made for inclusion on this list.
Read the award methodology here: https://bit.ly/4hKxeyg

03/23/2026

Senior Advisor, Cynthia Kirkpatrick contributes to an important conversation on building confidence in financial planning for women.

As Cynthia shares in this Financial Planning article:

“Many women feel they need to know everything before they begin, which can lead to hesitation instead of confidence.”

Her perspective underscores why clarity, inclusion, and thoughtful communication matter.

Read more: https://bit.ly/4lPjW7k
Free account required to read the full article.

Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

03/17/2026

A family vacation home can hold decades of memories. It can also raise difficult questions as families grow and change.

In her latest article, Anna McDonald, Director of Family Learning at Moneta, shares why thoughtful planning matters when it comes to second homes and family retreats, and highlights three important areas every family should consider.

Click the link to read the full article and learn more: https://bit.ly/4brYX5P

03/11/2026

Congratulations to our CEO and Chairman, Eric Kittner, on being named to St. Louis Magazine's St. Louis Business 500: Banking & Finance list!

We couldn't be more proud to see Eric highlighted among the region's most influential figures in our industry and community.

To see the full list, click here: https://bit.ly/4uvKBdp
For methodology, click here: https://bit.ly/4j03bDZ

03/10/2026

Many of us contribute charitable gifts the way we handle peanut butter: a thin layer, spread across everything. It may feel good to give this way, and those transactional gifts do matter. They help our communities thrive.

But what if your gifts could go deeper, showing up in transformational ways?

Deb Dubin, Chief Philanthropy Officer at Moneta, is a rare resource for our firm, our advisor teams, and the clients we serve. She helps families move beyond the dollar sign and think more intentionally about their wealth as it relates to generosity — their values, their legacy, and the distinction between transactional and transformational giving.

In this episode of Wit, Wisdom & What Matters Most, Deb joins Partner Danton Troyer and Advisor Kyle Luetters to share how she works alongside our advisor teams to help clients at all giving levels find more meaning, purpose, and joy in their philanthropy.

🎧 Listen to the full episode at https://bit.ly/4rZpgH1 or on Spotify.

03/05/2026

From AI-driven uncertainty to geopolitical escalation, February reminded investors how quickly narratives can shift. Read our latest market recap for key takeaways across equities, fixed income, and alternatives.

February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling 0.8% as concerns over AI disruption, tariffs, and escalating Middle East tensions weighed on sentiment. The AI ...

03/03/2026

Developments in the Middle East and rising conflict involving Iran are creating ripple effects across global financial markets. In this latest Investment Commentary, Moneta’s Investment Team shares insights on how these events are affecting oil, inflation, and various asset classes as markets respond to heightened uncertainty.

Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and leadership structure. The buildup to what has been deemed, “Operation Epic Fury”, has been ongoing with U.S. militar...