News Room
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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university platform for course information and communication, suffered a data breach through its parent company, Instructure. The hacking…
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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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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 – Garrett Reeg, MBA, CFP® High-net-worth families can face unique challenges when it comes to retirement accounts and estate planning. The combination of the Secure Act’s 10-year rule and high tax…
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It’s a question we get from all types of clients, “will I have enough?”. High-net-worth clients have substantial assets, but longevity risk still shows up as a very real concern no matter when you plan…
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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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Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the right team, the path can feel a lot clearer. Whether you’re planning to pass along…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many HNW families, preserving wealth across generations is about more than just numbers — it’s about control, protection, and shared values. Trusts are a vital…
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Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of your insurance deductible during a qualifying 2025 disaster to your personal residence, you could be…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many families, particularly those who have high net worth, retirement accounts can often make up a significant portion of total wealth. These accounts are designed…
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Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter is the real story. The Dow Jones Industrial Average topped 50,000 for the first time…
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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered investment adviser (RIA) firms in the United States. According to the report, Moneta leads the industry…
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What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in spreadsheets or private equity deals—it’s built on intentional growth and a client-first mindset. On the Next Mile Podcast,…
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely respected “Nerd’s Eye View” blog on Kitces.com. Maggie opens up about her personal journey in the financial…
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In a recent episode of The Deep Dive with Jay Hummel, Eric Kittner, CEO of Moneta, joined the conversation to discuss the evolving landscape of succession planning within Registered Investment Advisory (RIA) firms. The episode offers a candid look at the challenges…
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Fall is upon us. How quickly this year has gone! Days are becoming shorter, but the air is crisp, and the colors are changing. We hope this season brings you endless joy alongside friends and family, and peace of mind knowing that our…
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We are proud to celebrate Cynthia Kirkpatrick, CPA, CFP®, Senior Advisor at Moneta, on being named one of the Missouri Athletic Club’s 2025 Women of Distinction honorees.
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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…