Global Reach
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Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in…
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Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in…
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Compardo, Wienstroer & Janes at Moneta When our lives take on a global dimension, they often become more complex. Building assets and incurring liabilities overseas often entails an additional layer of complexity – currency risk.…
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Compardo, Wienstroer & Janes at Moneta You have done everything right. Decades of disciplined saving. A 401(k) that is north of the million-dollar mark. A life insurance policy that protects the people you love and…
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Compardo, Wienstroer & Janes at Moneta Artificial intelligence(AI) has quietly become one of the most transformative tools of our time. From drafting emails, doing medical symptom searches, even generating dinner recipes, AI assistants like Claude,…
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Compardo, Wienstroer & Janes at Moneta Why the Right Financial Team Is Critical Choosing a financial advisor is often framed as choosing one person. But the most complex moments in your financial life, a business…
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Compardo, Wienstroer & Janes | Moneta Your life doesn’t stop at a border. Your financial advice shouldn’t either. Whether you’ve relocated abroad, split your time between countries, built a family with ties on both sides…
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Compardo, Wienstroer & Janes | Moneta Moneta | Compardo, Wienstroer & Janes — Q3 2026 Newsletter MONETA Compardo, Wienstroer & Janes Quarterly Newsletter Q2 2026 The second quarter brought a lot to celebrate, from three…
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Compardo, Wienstroer & Janes | Moneta The goal was always simple. Build something. Grow it. Protect it. The work had a rhythm, problems to solve, decisions to make, people counting on you. The pressure was…
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For non-U.S. investors, the American market presents genuine opportunity – deep capital markets, asset class diversity, and a legal framework that many find more transparent and enforceable than alternatives elsewhere. But the U.S. tax system…
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Compardo, Wienstroer & Janes at Moneta – Max Hood, Advisor, CFP®, ABFP® The world is watching the World Cup with billions of fans glued to screens, hearts pounding with every pass, every shot, every save.…
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Compardo, Wienstroer & Janes – Andy Likes, Director of Communications Every year, for one reason or another, people begin their search for a new Advisor to help guide their financial life. While personal referrals are…
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Compardo, Wienstroer & Janes – There is a particular kind of exhaustion that comes with inheriting significant wealth. It is not the exhaustion of working too hard. It is something quieter and, for many, more…
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Compardo, Wienstroer & Janes at Moneta – Andy Likes, Director of Communications For ultra-high-net-worth families, the real question isn’t whether you’ll have enough to retire. It’s whether the wealth you’ve built will still be working…
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You’re standing in line at customs, not sure which one to choose. The passport in your right hand says one thing. The mortgage statement in your left pocket says another. Your kids go to school…
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Compardo, Wienstroer & Janes at Moneta – Our mission is simple yet profound: to help you navigate life’s path so you can protect the things you cherish most. For many of our clients, that path includes…
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Compardo, Wienstroer & Janes – For decades, families have focused on one core question: how do we teach the next generation about money? While financial education is important, experience shows that knowledge alone does not…
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You worked for decades with a clear objective: build enough wealth that money would never be a source of stress again. And by most measures, you succeeded. The number in your account is larger than…
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Compardo, Wienstroer & Janes | Moneta VISIT OUR WEBSITE © 2026 Advisory services offered by Moneta Group Investment Advisors, LLC, 190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105 (“MGIA”), an investment adviser registered with the…
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At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection of personal values and a desire to create positive change in the world. But what…
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In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based investing—an approach that recognizes the natural world not only as something to preserve, but as…
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If you live, invest, or have financial ties across borders, you’ll likely encounter foreign currencies. These currencies can rise or fall in value compared to the U.S. dollar, and those fluctuations can have a real…
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If you’re a U.S. citizen living or investing abroad, it’s important to understand the rules around reporting your foreign assets. One of the most impactful regulations is FATCA—the Foreign Account Tax Compliance Act.
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Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your…