News Room
-
We are thrilled to announce that Advisor – Margie Glenn, CPA, CFP®, has been chosen by the Greater Kansas City Chamber of Commerce to participate in the prestigious Centurions Leadership Program as part of the…
-
Cinnaminson Education Foundation Raises Over $45,000 On Monday, June 19, 2023, Lane Hipple Partner Thomas Lane, III, along with his fellow board members, hosted the annual Cinnaminson Education Foundation golf outing. On a beautiful day…
-
The charity event helped raise over $70,000 The mission of Noelle’s Light is to deliver financial support to distressed families that are receiving treatment & care following a life-threatening fetal diagnosis. Their efforts are dedicated…
-
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
-
The number of job openings decreased to 9.6 million on the last business day of March, according to the U.S. Bureau of Labor Statistics. Over the month, the number of hires and total separations were…
-
THE SMALLER-CAPS LAG AND 1Q2023 GDP DISAPPOINTS It was another mixed week for equity markets, as the large-cap S&P 500, mega-cap DJIA and tech-laden NASDAQ all finished the final week of April in the green…
-
The U.S. Census Bureau announced the following seasonally adjusted business application and formation statistics for March 2023. The Business Application Series describe the business applications for tax IDs as indicated by applications for an Employer…
-
On Monday, the U.S. Census Bureau reported new wholesale trade statistics for February 2023.
-
On Monday, the U.S. Census Bureau reported that construction spending during February 2023 was at an annual rate of $1,844.1 billion, 0.1% below the revised January estimate of $1,845.4 billion. The February figure is 5.2%…
-
Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners in its Cherry Creek location. After 30 years as a single-office RIA in St. Louis,…
-
The saying goes that there are two things certain in life: death and taxes. This past month reminds us that a close third is that a failed bank will create ample fear and anxiety for…
-
The Federal Reserve Bank of Dallas conducts the Texas Manufacturing Outlook Survey monthly to obtain a timely assessment of the state’s factory activity. Firms are asked whether output, employment, orders, prices and other indicators increased,…
-
Moneta ranked in the top 25% across all similarly sized companies in six of 12 key culture categories evaluated in the survey: Company Direction, Cross-Team Collaboration, Leaders In-The-Know, Meaningful Work, Open Minded Culture, and Supportive…
-
On Tuesday, the National Association of Realtors reported that “existing-home sales reversed a 12-month slide in February, registering the largest monthly percentage increase since July 2020. Month-over-month sales rose in all four major U.S. regions.…
-
This week was dominated by banking worries that started with the collapse of Silicon Valley Bank last week and spread to Signature Bank of New York and a few others this week But before markets…
-
Still Up 15.8% Since January 2022 On Tuesday, the U.S. Census Bureau announced the following new wholesale trade statistics for January 2023: Sales January 2023 sales of merchant wholesalers, except manufacturers’ sales branches and offices,…
-
On Tuesday, the U.S. Census Bureau announced the January advance report on durable goods manufacturers’ shipments, inventories and orders: New Orders New orders for manufactured durable goods in January, down two of the last three…
-
On Tuesday, the National Association of Realtors reported that existing-home sales fell for the 12th straight month in January. In addition, month-over-month sales were mixed among the four major U.S. regions, as the South and…
-
On Tuesday, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.5% in January on a seasonally adjusted basis, after increasing 0.1% in December. Over the…
-
On Tuesday, the U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced that the goods and services deficit was $67.4 billion in December, up $6.4 billion from $61.0 billion in November. December exports were $250.2…
-
Every month, the Federal Reserve Bank of Dallas asks Texas business executives questions on labor market conditions and the results are compiled into the Texas Manufacturing Outlook Survey, the Texas Service Sector Outlook Survey and the…
-
“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster in the RIA industry. After a year of record volume for RIA mergers and acquisitions,…
-
The Conference Board was founded in 1916 by a group of CEOs “concerned about the impact of workplace issues on business, and with a desire for greater cooperation and knowledge sharing among businesses.” Every month,…
-
In 2014, our team’s Athlete & Entertainment Service was born with the addition of Jordan Janes CFP®. Jordan quickly advanced in his career with CWCJ and was promoted to Partner in 2018. The practice has…