Fourth Quarter, 2009

10 December 2009

Inside this issue:

• Fear and Greed
• Socially Responsible Investing
• Inflation: Let's Worry About Something Else...

As 2009 comes to a close, our Chief Market Strategist, Bill Hornbarger, takes a substantive look at the two nemeses which haunt many investors: Fear and Greed. His discussion is particularly related to these emotions during the unprecedented events of the last 12 months. Investment Analyst Luke Ferraro presents a practical commentary on infl ation fears, while Principal Linda Pietroburgo addresses Socially Responsible Investing, a topic garnering a lot of interest in industry publications and one clients may want to know more about.

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Third Quarter, 2009

01 October 2009

Inside this issue:

·         Introducing Bill Hornbarger

·         Inflation and Your Portfolio

·         Of Roads and Roadkill

·         Let's Talk About Gold

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Summer 2009

01 July 2009

Inside this issue:

·         Teaching Fiscal Responsibility

·         Round Table Q&A

·         Are You Your Child's ATM?

·         Buying a Home: Should You Help?

Our summer Observations newsletter addresses a topic many clients wrestle with: how to talk to kids about money and help them learn financial responsibility. We gathered suggestions and commentary from a number or sources—including our own 20-something Moneta folks—and even provide you with a ‘worksheet’, reprinted with permission from Share Save Spend® (visit sharesavespend.com), that may help you start important conversations with your children. Also, we introduce ‘By the Numbers,’ a column of fascinating statistics from a variety of relevant publications and other outlets. We hope you enjoy reading them!

Spring 2009

01 April 2009

Inside this issue:

·         Introducing Gene Diederich

·         Interview with Dr. Joel Prakken

·         The Great Wall Street Scandal

This Investment Observations newsletter introduces Moneta Group CEO Gene Diederich, details a big Wall Street scandal, and includes an updated interview with Joel Prakken, chairman of Macroeconomic Advisors. Joel was a panelist at our Town Hall Meetings in October 2008. MA issues regular reports on the US economic outlook and prepares periodic policy analyses. A 2006 study by the Federal Reserve Bank of Atlanta found that over a 19 year period, MA was the most accurate forecaster of the US economy. Moreover, MA was the only team whose 'current year' forecasts beat the consensus over that period, a feat some have argued is virtually impossible. MA received the National Association for Business Economics Forecast Award for 2006. 

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Winter 2009

01 January 2009

Inside this issue:

·         Time to Recovery

·         Coca-Cola: The Ticking Time Bomb?

·         The Investing Environment in 2008

Our fourth-quarter Investment Observations newsletter addresses concerns voiced by you, our clients, in response to the constant barrage of news related to the current financial situation. Along with our bi-weekly 'Voice of Moneta' e-mails and ongoing communications you have with individual principals, we hope to provide answers to your questions and perhaps service as a ‘voice of reason’ in the relentless negative news that has claimed the headlines. 

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Fall 2008

01 October 2008

Inside this issue:

·         As Nick Murray says...

·         Remember the Lifeboat Drill

·         Great Idea or Great Investment?

·         Negotiating Savings 

Just as we were preparing to go to press with our third quarter Investment Observations newsletter, dramatic events unfolded in headlines and on news broadcasts across the country and the world as Wall Street reeled from the credit bubble pop. That made the articles we planned irrelevant, so we went back to the huddle and called a new play.

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Summer 2008

01 July 2008

Inside this issue:

·         Estate Planning

·         Legacy Planning: The Four Pillars

·         All in the Family: Passing Down the Family Business

·         Fair vs. Equal: Planning the Distribution of Your Estate

·         Planning for the 21^st Century Family

·         What To Do With That Inheritance

How exciting!  We present you a newsletter about everyone’s least favorite topic: Estate Planning. Quite frankly, this important piece of your financial puzzle can be a technical and personal nightmare.

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Winter 2008

01 February 2008

Inside this Issue:

·         Exciting and Positive Changes Afoot at Moneta Group

·         Social Security Benefits

·         Gold Watch? No Thanks: New Thinking on Retirement

·         Understanding Basic Concepts

·         Seniors and Retirees: Beware of Financial Scams and Scammers

·         Last, But Certainly Not Least….

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Winter 2007

01 February 2007

Inside this issue:

·         Moneta Group Purchases Park Place Building

·         2006 Mid-Term Election

·         Economic Roundtable Discussion

·         How Has The Pension Protection Act Of 2006 (PPA)

·         Affected Charitable Gifts?

·         Moneta Group Sponsors Ronald McDonald House 25th Anniversary Celebration

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Spring 2006

01 April 2006

Inside this Issue:

·         Passing the Bucks: The Transfer of Wealth

·         The Taxman Cometh