News Room
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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 – In today’s digital world, it’s important to make sure your digital information is in good hands when the time comes. A Legacy Contact allows you to designate someone to…
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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…
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Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among…
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Compardo, Wienstroer & Janes at Moneta
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Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want After expanding into five new locations over the past five years, Moneta continues to take…
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We are thrilled to welcome you to our new “Moneta North” office. Our space is on the 10th floor of the Shaw Park Plaza building at the corner of Brentwood Blvd. and Forsyth Blvd., just…
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CWJ Team Quarterly Newsletter – Q1 2024
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ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels, a new war in Europe, and tightening monetary conditions. Flash forward to 2024…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
