News Room
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We’re proud to share that Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, has been named to the Barron’s Advisor Hall of Fame—a milestone that reflects not only her individual accomplishments, but…
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Check out what the team has been up to in Quarter Two of 2025!
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Welcome to summer! Wherever you may be, we hope that you’ve enjoyed some beautiful weather and a fantastic Fourth of July holiday. We’d love to hear about your summer adventures with family and friends, even…
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Following US strikes on key Iranian nuclear sites, Iran’s parliament has called for the closure of the strait, according to state-run TV. Such a move, however, could not proceed without the approval of Supreme Leader…
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Susan Brown was named a St. Louis Business Journal’s 2025 Most Influential Business Women honoree! Susan is an accomplished leader whose strategic vision and client-first mindset have elevated the Family Office space in St. Louis and…
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Compardo, Wienstroer & Janes at Moneta – At Moneta, and especially on the Compardo, Wienstroer & Janes team, philanthropy isn’t just a value—it’s a way of life. We’re proud to celebrate one of our own, Alexis…
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From Reuters – “Tesla lost about $150 billion in market value on Thursday after CEO Elon Musk and President Trump traded insults on social media, but those shares recovered in the premarket on reports they…
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As we enter spring and warmer temperatures, our team is thrilled to introduce our Quarterly Newsletter. We truly value your willingness to share your significant life moments with us and we enjoy learning more about…
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An Important security alert. This post aims to address a concerning trend in financial fraud: impersonation scams via WhatsApp and other messaging platforms. These sophisticated scams target clients of financial planning firms like ours, and…
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On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept through a wide swath of north St. Louis before continuing to Illinois. Over a 21-mile path of destruction,…
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A guide for Advisors navigating change Have You Really Checked Your Data Lately In conversation with an advisor who had recently moved to a new firm, the advisor said, “You know, I thought I knew…
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Marketing your RIA is an essential part of growing your business and attracting new clients. But between the day-to-day of running a business and the jargon and complexity of modern marketing, many RIAs struggle. How…
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This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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Throughout Q1, we have been reviewing and sharing ways to support those impacted by the fires in Los Angeles, CA (see below), the nature of which echoed the 2021 Marshall fire here in Colorado. Since then, among…
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Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video. Compardo, Wienstroer & Janes at Moneta – “Bloomberg Open Interest” featured Aoifinn Devitt, a Senior Investment Advisor at Moneta with Compardo, Wienstroer &…
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Compardo, Wienstroer & Janes at Moneta – For investors in wait-and-see mode after the election of Donald Trump as U.S. President, there certainly has been a lot to see during his first month back in the…
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Updated tax rates, contribution limits, deductibles, and premiums for the new year Bookmark these important “cheat sheets” that include just about every piece of key financial data one might need throughout the year. Collectively, these…
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One of the most appealing things about being a Registered Investment Advisor is independence. You – and your firm – get to serve your clients based on what you know is best for them, not…
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We are pleased to announce that Andrew Hipple has recently earned the prestigious designation of Enrolled Agent (EA) – the highest credential the IRS awards. This remarkable achievement is a testament to Andrew’s dedication, expertise,…
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Lane Hipple answers the (jingle) bell Once again, the clients and staff of Lane Hipple put forth an overwhelming effort to help bring Christmas to local families who wouldn’t otherwise have the means to celebrate.…
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This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm. His path to and through Moneta demonstrates how the firm both attracts and develops talent. Matt, who was previously…
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What do they mean for markets?
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On September 28, 2024 paddlers circumnavigated Petty’s Island in voyager canoes to raise money for three causes: 1) UrbanPromise International and the global expansion of their UrbanTrekkers Experiential Learning Program; 2) UPromise100, an initiative that…