2008 News Archives

Local News

•  Janet Bandera was featured in an article in the Jefferson City News Tribune regarding her appointment by Gov. Matt Blunt to the Missouri Women’s Council.
• The Moneta Group Charitable Foundation was featured in the West County Journal for presenting a grant to Howard Park Center.

St. Louis Post Dispatch

• Mike Johnson was quoted in the St. Louis Post Dispatch on January 6 in Jerri Stroud’s article “Converting to a Roth IRA is a complex decision.”
• Linda Pietroburgo was quoted in the St. Louis Post Dispatch on January 27 in an article by Jerri Stroud titled, “Make saving a habit to reach financial goals."
• Don Kukla was quoted in the St Louis Post Dispatch on February 3 in an article by Jerri Stroud called “Financial Education Should Begin at Home.” Don was also quoted in an article for Key Bank regarding teaching kids about income taxes.
• Mark Heffernan was quoted in the St. Louis Post Dispatch on February 10 in Jerri Stroud’s piece “Plan ahead to ease the AMT’s pain. 
• Allen Curtis was featured in the Sunday business section of the St. Louis Post Dispatch on March 30.
• Brad Koeneman was quoted in an April St. Louis Post Dispatch in an article by Jerri Stroud about goal setting as a part of a successful financial plan. 
• Debra Light was featured in Jerri Stroud’s story about women and finance that appeared in the May 11 issue of the St. Louis Post Dispatch.
• Don Kukla was quoted in Jerri Stroud’s June 8 St. Louis Post Dispatch article “Plan now to ease next year’s tax bill.”
• Janet Bandera was interviewed by Jerri Stroud for an article on Estate Planning in the St. Louis Post-Dispatch on Sunday, June 25.
• Moneta Group was featured in the St. Louis Post Dispatch only July 9 in the article “Assistance League of St. Louis Fills Big Shoes.”
• Dave Sadler was quoted in the article which focused on the Steps to Success program which provides local elementary school children with shoes.
• Debra Light was extensively quoted by Jerri Stroud for an article in the July 13 St Louis Post Dispatch titled “Employee stock held in retirement plans can get special treatment.”
• Doug Weber was quoted in the July 20 weekend edition of the St. Louis Post Dispatch in the “Ask the Expert” section of Personal Finance regarding how taxes affect investments.
• Chandler Taylor was quoted in the August 11 St. Louis Post-Dispatch story by Jerri Stroud called “Consolidating accounts can clear your vision.”
• Sean Duggan was quoted in David Nickalus’ August 12 St. Louis Post-Dispatch article, “Labor Dept. takes a good first stop on our 401 (k)s
• Don Kukla was quoted in Jerri Stroud’s front page article in the August 22 St. Louis Post-Dispatch “Nonprofits take stock of potential windfall.”
• Peter Schick was quoted in Jerri Stroud’s column in the St. Louis Post-Dispatch on September 15 for an article entitled “Investors should stick with long-term plans.”
• Peter Schick was interviewed by Jerri Stroud for a St. Louis Post-Dispatch article titled “Market turbulence can test your level of risk tolerance,” on September 21.
• Don Kukla was quoted in the September 28 Business section of the St. Louis Post-Dispatch in Jerri Stroud’s article, “Giving money away can increase your bottom line.”
• Jim Blair was recognized in the St. Louis Post-Dispatch’s Awards column as having been named to Barron’s Top 100 Independent Financial Advisors rankings and Worth magazine’s Top 250 Wealth Managers list.
• Linda Pietroburgo was quoted and her client was featured in Jerri Stroud’s article “Retirees feel effects,” on October 5 in the St Louis Post-Dispatch. The story was also picked up by istockanalyst.com.
• Peter Schick was quoted in the St. Louis Post-Dispatch front page story “A harrowing ride” on October 7. Peter also appeared on Fox 2 News on October 7 in an interview with consumer reported Elliot Weimer to discuss the bailout and what consumers can do in uncertain times.
• The Moneta Group was mentioned in a St. Louis Post-Dispatch article for having more than 40 employees, friends and family turn out for the Walk Now for Autism.
• Brad Koeneman was quoted in the St. Louis Post Dispatch on November 30 in Jerri Stroud’s story entitled “A ‘bucket list’ can help your financial planning.”

Ladue News

• Allen Curtis and Linda Pietroburgo were featured in the February 1 Ladue News advertorials.
• Debra Light appeared in the Ladue News Advocated Ad on February 1.
• Julie Bahr and Diane Compardo were featured in Ladue News Advertorials on March 28.
• Julie Bahr was featured in Ladue News Advocate ad on March 28.
• Mike Johnson appeared in the Advocate ad in Ladue News on May 9.
• Chandler Taylor and Ken Bower were featured in advertorials in Ladue News on May 9.
• Jim Blair, Patt Duff, Mark Heffernan and Don Kukla were featured in advertorials in Ladue News on August 22 in the special section: Building Wealth.
• Moneta Group Charitable Foundation’s $2,500 presentation to Howard Park Center appeared in the “were you there when…” column in Ladue News on August 22.
• Diane Compardo, Linda Pietroburgo and Nancy Georgen appeared in the Ladue News Advertorials in the Women in Finance section on September 26.
• The Moneta Group was mentioned in “Walk Now for Autism” appeared in Ladue News in the “Were you there when…?” column on November 8. Co-captains Patti Dower and Nancy Powers were pictured along with information about the participants.
• Chris Michalak was featured in the Ladue News advertorial on November 28 in the “Smart Investing” special section.

St. Louis Business Journal

• Brad Koeneman was quoted in the St. Louis Business Journal on February 15 in a story by Greg Edwards regarding executive stock sales.  
• Peter Schick was the first alumnus of UM-St. Louis to be featured in the St. Louis Business Journal Ad Series, “Making a Difference in People’s Lives.”
• Jim Blair was quoted in the St Louis Business Journal on June 20 in an article by Greg Edwards about the proposed buyout of Anheuser-Busch by InBev.
  
• Jim Blair was featured in the St. Louis Business Journal’s front page story by Greg Edwards titled “Cheers! St. Louisans Stand to Make Millions.”
• Jim Blair appeared in the St. Louis Business Journal in Greg Edwards “Shoptalk” column.
• Jim Blair was interviewed by the St. Louis Business Journal for the story “Merger Mania,” by Christopher Tritto and Staff, which appeared the week of September 12.
• Jim Blair was interviewed for “Main Street Responds to Wall Street,” by Evan Binns and Christopher Tritto in the St. Louis Business Journal issue Sept. 19-25.
• Joe Sheehan was quoted in the St. Louis Business Journal on November 14 in an article entitled “Money Managers Urge Investors to Ride It Out.”
• Linda Pietroburgo was quoted in the St. Louis Business Journal on November 14 in the article “College Savings Plans Take Hits with Stock Market: by Patrick Thimangu.
• Linda Pietroburgo was quoted in the St. Louis Business Journal on November 14 in the article “College Savings Plans Take Hits with Stock Market” by Patrick Thimangu.
• Moneta Group was mentioned in the St. Louis Business Journal on November 14 as one of the many organizations to give grants to Support Dogs Inc in 2008.
• Jim Blair was mentioned in Greg Edwards’ Shoptalk column in the St. Louis Business Journal on November 21 as one of the perennial winners of Worth Magazine’s Top 250 Wealth Advisors.
• Mike Johnson was quoted in the St. Louis Business Journal on December 12 in the article, “Be Prepared for 2010 IRA Conversion” by Lucie Wolken. 

National News

• Chandler Taylor was featured in Financial Planning on April 1 in an article by Suzanne McGee about collectors.
• Diane Compardo was quoted in Good Housekeeping Magazine, a publication with a circulation of more than 2 million.
• Tim Halls appeared in the “Cold Call” column in the May 1 issue of Registered Rep magazine.
• The Moneta Group was named one of the “Top Ten Most Dependable ™ Wealth Managers of the Central U.S.” by Forbes magazine in the May 19 issue.
• The Moneta Group was identified by Registered Rep Magazine as one of “America’s Top 100 RIAS” and was  ranked as No. 6 in the nation.
• Joe Sheehan was quoted in Wealth Manager in an article by Britt Erica Tunick that explored the relationship between client satisfaction and loyalty to advisors.
• Linda Pietroburgo was quoted as an expert in an article in the June issue of Real Simple magazine about saving money on summer entertainment.
• Jim Blair was honored as one of Worth magazine’s Top 250 Wealth Advisors in the July 2008 issue. 
• Joe Sheehan was quoted in the July 28 online edition of Investment News about Walter Bettinger’s promotion to chief executive of The Charles Schwab Corp.
• Moneta Group ranked fourth of those with assets of $1 billion or more and second when ranked by total assets in Financial Advisor magazines “Top 10 Fastest-Growing Firms.”
• Moneta Group was recognized in the July issue of Registered Rep magazine as No. 3 on its list of America’s Top 100 RIAS.
• Moneta Group was featured in the July/August edition of Wealth Manager Magazine in the article “Revealed: Secrets of the 2008 Top Dogs.”
• Janet Bandera was extensively quoted in Standard & Poor’s MarketScope Advisor in an article about QPRT by Isabelle Sender.
• Jim Blair was ranked at #91 on Barron’s Top 100 Independent Financial Advisors annual list.
• Peter Schick was interviewed by Gwendolyn Moran of Newsweek magazine for a story to address getting a pink slip.
• Jim Blair was quoted in Bloomberg in an article by Edgar Ortega called “Broken Wall Street Means Merrill Model Succumbs to Independents.” The story was also picked up by delwareonline.com.
• Dave Sadler was featured in the Fall/Winter Ronald McDonald House publication named Heartbeat in an article about gifting appreciated securities.
• Chandler Taylor had a by-lined article in AAIM titled, “Proposed Rules Make Fees Transparent in 401 (k) Plans.”

Broadcast

• Steve Finerty was interviewed by Laurie Waters of KMOV-TV Channel 4 and appeared on both the 6:00 and 10:00 newscasts on January 22.
• Steve Finery appeared on KMOV TV News discussing how to handle the current markets.
• Ken Bower and Linda Pietroburgo represented Moneta Group at KMOV-TV’s call-in and chat-room Q & A on May 19 that offered e-mailers and callers an opportunity to talk with expert financial advisors.
• Brad Koeneman appeared on KMOX radio show on August 7, discussing financial planning and fielded questions from listeners.
• Allan Curtis participated in a ‘chat room’ on KSDK and was interviewed on air by Deanne Lane on September 15.
• Chandler Taylor appeared on KPLR, Channel 11 in a report by Teresa Petrie on September 18.
• Linda Pietroburgo was interviewed by KSDK regarding how to position tuition savings given market declines, the segment ran during the evening news at 5,6, and 10:00 PM.
• Brad Koeneman was a guest on John Carney’s show on KMOX radio to discuss investment strategy in light of the large selloff in the equity market.
• Jim Blair was interviewed on October 2 for the FOX2 national morning show “Money for Breakfast” with Alexis Glick about the current state of the economy and how its effecting financial advisors.
• Katie Kearins and Don Kukla appeared on Fox2 News in interviews with Eliot Weiler regarding the Anheuser-Busch buyout by InBev.
• Jim Blair was interviewed for a series of articles on year-end financial strategies in the Wall Street Journal. The series included the articles, “A Capital Idea, Harvesting the Loss,” and “Planning for Better Days,” in the December 10 issue.
• Chandler Taylor was quotes in the article “Discussing Your Clients’ Frugal Future” by John Churchill in Registered Rep on December 10. The story was also picked up by SmartBrief.com.