Moneta

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

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

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

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

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.

Quick Take: U.S.-Israel Strikes on Iran - Moneta 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...