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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate with real estate?” If you’re familiar with probate court, you may know it can take…
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Kevin Ward, Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
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Want to take the guesswork and the stress of timing the market off your plate? History and statistics tell us that timing equity markets is not generally a successful long-term portfolio strategy. At Moneta, we…
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Kevin Ward, Advisor Private equity’s popularity has soared over the past couple of decades among institutional and qualified-high-net-worth investors—perhaps a response to mutual and exchange-traded funds’ massive rise in the 1980s and 1990s. But popularity…
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Kevin Ward, Advisor Real estate markets—particularly metropolitan markets like Chicago—can be challenging to navigate for home buyers (and sellers, for that matter—a topic for another day). Home prices in popular metro markets may only seem…
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By Ryan Martin & Lauren Hunt, Senior Advisors What is the right percentage of stocks, bonds, and other investments I should have in my investment portfolio? This is one of the most important questions each…
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Matthew Erker – Advisor Executives face a host of challenges which can differ dramatically depending on their industry, company size, and other variables. But many executives often share at least one challenge: information overload—which can…
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Kevin Ward, Advisor For many, retirement increasingly represents a meaningful share of our lives—the benefit, partly, of the miracles of modern medicine which have extended our lifespans. But without a daily job to go to,…
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Research shows that the cost of education has risen 3-fold over the last 20 years. Here’s a chart from U.S. News & World Report that illustrates the average tuition growth across universities from 2002 through…
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Kevin Ward, Advisor As life expectancies have extended and as wealth in many developed countries has grown exponentially over the last century-plus, retirement not only has increasingly become a reality for many, but it also…
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Kevin Ward, Advisor Retirement is a sprawling topic. The word alone can raise questions, emotions, and concerns—about how exactly your future will look, what life will entail as the day-to-day changes, how the financial situation…
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Local Denver 7 News turned to Moneta Partner Lynn Dunston to discuss the topic of retirement planning in a volatile market environment. Here is an excerpt of Dunston’s insight from an article posted on thedenverchannel.com:…
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Deciding when and how to sell a business are two of the most important decisions business owners make. Below is a list of items that are critical to take into consideration in the process. While…
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Lucas Kulma – Advisor Following roughly a year of debate about whether it would prove transitory or lasting, inflation looks relatively robust, regardless of how it’s measured—CPI, core CPI, PCE, PPI, etc. Nor is an official measure especially…
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With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
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With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
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Erin Hadary MBA, CFP®, CAP® | Partner Everyone deserves a financial advisor that listens to their concerns, understands their needs, and makes sound recommendations to help them achieve their financial goals. As a member of…
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By Ryan Martin & Lauren Hunt, Senior Advisors The stock market is off to a rocky start in 2022. After rewarding investors with strong growth during the past several years, the Standard & Poor’s 500…
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After an extended period of very low inflation, 2021 welcomed: The broad distribution of the COVID vaccine Additional stimulus A booming economy Supply chain issues A tight job market, and The first signs of above-average…
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Please enjoy as Dave discusses a few recent breakthroughs that give him hope and excitement about the future. Kevin’s “Ask the Professional” answers the question, “What can the Breckenridge Team do for you?” And…
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Since no two people have the same economic situation, it is crucial to pick an investment advisor that can meet your unique needs. The financial sector is vast and includes multiple services, from budgeting to…
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Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most…
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By Moneta Advisor Lauren Hunt Review your withholdings If you discover that you withheld too much or too little the previous year and you expect your circumstances to be similar for the current year, you…
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How can you stay calm when the market is crashing? This is a question that I was asked last March when the markets first declined in their reaction to the global pandemic. Two emotions…