2006 News Archives

Local News

• A feature on the Moneta Group was published in an April issue of St. Louis Magazine in the “Special Advertising Section” of the magazine.
• The Moneta Group Charitable Foundation was mentioned in an Oakville newspaper after Moneta Group donated to the Foster and Adoptive Care Coalition.

St. Louis Business Journal

• Moneta Group’s purchase of Park Place office building was covered in a St. Louis Business Journal article by Lisa R. Brown.
•  Moneta Group was covered in a feature on brokerages and investment banking in a November issue of St. Louis Business Journal.
• Moneta Group’s search for a financial planning consultant was covered in an October issue of the St. Louis Business Journal.
•  Peter Schick’s decision to sell 92% of his stake in Moneta Group to principals of the company was covered in a story by the St. Louis Business Journal that was published in their April 27^th issue.

St. Louis Post Dispatch

• Diane Compardo’s recent promotion to principal was covered in a 2006 issue of the St. Louis Post Dispatch.
• Dave Sadler an accountant and financial planner with Moneta Group was quoted in an AMNews article by Katherine Vogt on year-end tax planning.
• Joe Sheehan was quoted in the St. Louis Post Dispatch article that appeared in a June 16 article by David Nicklaus.
• Sean Duggan was quoted in an article that appeared in the St. Louis Post Dispatch about retirement planning.
• Peter Schick of Moneta Group was recognized in an October St. Louis Post Dispatch article for receiving the 2006 Distinguished Alumni Award from the University of Missouri St. Louis.

Ladue News

• Moneta Group was featured in the Charity Section of the Ladue News for their donations to the Wings foundation and the impact of Moneta Group’s charitable foundation on local organizations.
• Joe Sheehan of Moneta Group was quoted in an article that appeared in Laude News that discussed college savings strategies.
• Moneta Group was featured in an article covering the Ronald McDonald House’s 25^th Anniversary Celebration that appeared in the Ladue News.
• Timothy Halls of Moneta Group was featured in a Ladue News piece called “Financial Advisers Speak.”
• Karl Dunajcik of Moneta Group was mentioned in a feature in the Ladue News financial section about financial tips for the upcoming new year.
• Dan West principal at Moneta Group was quoted in a Ladue News article in the “Building Wealth” section of the publication that was published on August 25^th.
• Employees of Moneta Group were featured in a Ladue News story after they cooked dinner for families at the Ronald McDonald House, the story mentioned Moneta Group’s efforts to help the organization as well as their contributions to the Ronald McDonald House’s 25^th Anniversary celebration.

National News

• Donald Kukla of Moneta Group was quoted in a Barron’s article by Suzanne McGee on retirement planning.
• Moneta Group principal Chandler Taylor was quoted in an article called “Different Toppings, Same Scoop,” that appeared in Barron’s in 2006.
• Moneta Group was mentioned in an article in Worth magazine about how to find the best financial advisors.
• Michael Johnson of Moneta Group was quoted in an article for AMNews by Katherine Vogt about planning for taxes during retirement.
• Mike Heffernan was Moneta Group was quoted in an article in the November issue of Physician’s Money Digest about smart tax planning.
• Joe Sheehan and Eric Kittner were featured in a November issue of Registered Rep magazine in a special about the perks of hiring a CPA.
• Peter Schick of Moneta Group was quoted in an article by Amy Buttell Crane that appeared in a December publication for the Financial Planning Association.
• Diane Compardo was quoted in a December 2006 article that appeared in Physician’s Money Digest.