News Room
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Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make decisions that are not in their own best interest? Moneta’s Participant Engagement…
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In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for…
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5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…
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ST. LOUIS, September 23, 2020 – Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas City. There the firm will…
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Moneta immediately stands out among other top Registered Investment Advisers (RIAs) in the latest national rankings published by Barron’s because of its quality-over-quantity approach in which the client’s experience is much more important than the…
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By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a…
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“I believe the Constitution of the United States gives me every right and privilege to which every other citizen is entitled; for while the Constitution gives the States the right to regulate suffrage, it nowhere…
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Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to the coronavirus pandemic or tax relief. Scam artists use the…
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In a recent episode of the Financial Advisor Success podcast, host Michael Kitces was joined by Diane Compardo, managing partner and leader of the Compardo, Wienstroer, Conrad & Janes Team at Moneta, to discuss how…
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By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st…
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Diane Compardo named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients.
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Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial…
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Diane Compardo CFP®, CPA, PFS, AWMA, managing founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been consistently recognized at the national level by Forbes, Financial Times and, Barron’s as well as and…
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Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta offers a broad and diverse set of specialized experts to help its clients navigate any…
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Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020. Nicole’s legacy as a dynamic advocate for females in financial services includes helping initiate major…
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[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of…
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Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of its 2020 Top 100 St. Louisans You Should Know. Matt Schaller brings more than a…
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We know it’s a difficult time for everyone around the world, yet in these unprecedented times, we are encouraged by hope. As we work in new ways with our clients, colleagues, communities and families, we…
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Saving for a child’s college fund is no easy task. Some parents even joke about saving for college before their children are even born. So how can parents effectively save for college? Fox 2 News…
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For the third year in a row, Barron’s named Moneta Partner Diane Compardo to its annual Top 1,200 Financial Advisors rankings. Compardo’s ranking among other financial advisors in Missouri rose to 3rd, up from 4th…
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With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal,…
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Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to…