July 2025 Market Update
July 17, 2025
Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.” ...
A Thoughtful Approach to
Thoughtful estate planning can ensure your legacy and enhance the lives of your family for generations to come. We offer a full complement of estate planning and administration services to help make your vision for the future a reality.
Estate planning and administration services
Design, implement, and administer estate planning strategies
Manage intra-family note payments, entity distributions, and other transfers
Coordinate information for gift tax and estate tax return preparers
Provide estate document summaries and estate disposition diagrams
Analyze optimal property titling
Moneta Trust
One Trusted Relationship to Manage a Lifetime of Assets
Moneta ensures the long hours we have worked with you to clarify your goals are carried through when it matters most.
GIVING IS OFTEN THE GREATEST REWARD
For many of those who have achieved wealth, giving back is an important goal. We act as your Chief Philanthropy Officer to help you consider your “Why” and foster engagement in thoughtfully structured, strategic, and impactful giving aligned with your personal values.
- Assist with formulating philanthropic goals
- Counsel on charitable giving vehicles based on defined goals
- Identify optimal assets for giving and coordinate with charities
- Provide charitable giving summaries and pledge management
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
April 2025 Market Update
April 15, 2025
Quarterly Letter “The stock market is a great device for transferring money from the impatient t...
First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...