Financial Planning
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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As we digest the moment that a nation has been waiting for – there is one feeling that is universal – certainty. After many cycles of disputed elections, a decisive result brings closure, and US…
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November 2024 Welcome to this month’s Ask the CFP® segment. As a financial advisor, clients often express concern about helping manage their aging parents’ or relative’s finances. We have put together some tips to help…
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By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by comparison. There’s often a clear path forward – or at least a few objectively good…
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By Michael Torney, Moneta Partner Stepping into sudden wealth can be both exciting and overwhelming. It brings so many possibilities along with so many questions to ask and decisions to make. You want to enjoy…
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Welcome to this month’s Ask the CFP® segment. Today, we’re diving into the world of credit scores. Ever wondered how those three little digits wield so much power over our financial lives? It’s more than…
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History Supports Staying the Course with Your Financial Strategy The Johnson Team How much of an impact do presidential election years have on financial markets? Investors, looking to best position their portfolios, grapple with this…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. What immediate financial actions do I need to take? Should I help family and friends…
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Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a shift in leadership brings an air of uncertainty that permeates the economy, affecting everything from…
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The Long Middle of Divorce In many ways, I was one of the lucky ones. My divorce was filed in June and finalized in September. We amicably agreed on almost all aspects quickly. (Sidenote for…
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I recently met a woman while working in our church nursery. Between diaper changes and squeals, we asked the basic, get-to-know-you questions. And then came the one question I dread: “What does your husband do?” …
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Welcome to this month’s Ask the CFP® segment. Today we’ll talk about how we keep your investment portfolio on track over time. This is commonly known as rebalancing. A long-term investment portfolio should be well…
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Welcome to this month’s Ask the CFP® segment. We’ve been asked to describe our team’s approach to the financial planning process. Our team believes in holistic, goals-based financial planning that puts the client first.…
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Work with a Certified Financial Transitionist® when managing your winnings from the lottery. “When I win the lottery…” Most of us have said this at some time or another, followed by a laugh. The odds…
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Welcome to this month’s Ask the CFP® segment. This month’s question is, “Why do CDs and bonds lose value when interest rates increase? When you think of a certificate of deposit, or CD, at…
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By Gene Diederich, Partner – Moneta Many people want their children to become responsible, independent, and charitable adults. Yet, they often worry that raising them can be complicated when they never have to worry about money.…
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I work with many people who want to begin planning for an inheritance – often millions of dollars – when a parent or loved one passes away. However, many are often unprepared for the potential…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much risk should I take with my investments?” Imagine for a moment that you could play a game…
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ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG is often grouped under the broader term sustainable investing, which includes impact and values-based investing…
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CWCJ – Senior Advisor This could be the perfect time to convert a traditional Individual Retirement Account (IRA) to a Roth IRA. Roth IRAs have often provided significant benefits to investors. Money in these accounts…
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Alimony, also commonly known as spousal support or maintenance, is a court-ordered provision of financial support for an ex-spouse after a divorce, and in some cases, depending on various laws and factors, may be awarded…
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Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you will need to address your partner’s financials after their passing. While looking into financial documents…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…