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Quarterly Letter “The stock market is a great device for transferring money from the impatient to the patient.” – Warren Buffett As we write this commentary in early April 2025, President Trump has…
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Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
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MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
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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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Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
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By Anna McDonald, Director of Family Learning When most people think of private air travel, they often conjure images of celebrities’ lavish experiences. Whether it’s the opulent Gulf Stream with cashmere seats and custom modifications…
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Learn how embracing back-office to centralize processes can save you time, money, and hassle. The balancing act. “I swear I spend more time troubleshooting computers, reading up on regulatory changes, and looking at benefits packages…
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The third age of retirement: enjoying retirement. If you haven’t seen the social media ads, you’ve certainly read articles or heard friends and family talk about it. And, even if briefly, you’ve probably considered it…
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Translating complex executive compensation into your dream retirement In the fast-paced world of corporate leadership, planning for retirement can often take a backseat to immediate business concerns. However, for executives with complex compensation packages, understanding…
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Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in January have led to a considerable amount of uncertainty on the part of our nonprofit community partners. While many of…
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How to navigate the emotional transition into retirement after life as a business owner Selling your business is more than a transaction; it’s a transition into a new phase of life. For many business…
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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You may have been strolling cobblestone streets past quaint shops and cafes, enjoying the culture of…
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The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, but the commute from the ocean to the office keeps us from answering that call. Until retirement.…
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As you ascend the corporate ladder or evaluate new opportunities elsewhere, the complexity of your compensation package increases—and the terms you choose become a pivotal factor in shaping your future. Crafting a package that reflects…
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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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Quarterly Letter The year 2024 had something for everyone – a beautiful Paris Olympics, Taylor Swift-mania, an unprecedented U.S. Presidential election, and, most importantly to our clients, strong stock market returns. The S&P 500 Index…
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Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’s deeply personal. You’ve poured your heart, soul, and countless hours into building something truly remarkable. Your company…
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The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that little beach cottage. Or the cabin in the mountains. Wait, not a cabin – need room for the grandkids…
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Tax strategies for executive compensation packages A guide for business leaders navigating a maze of stock options and equity plans If your compensation is more than just a salary, it’s likely a complex package of…
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One of the most important decisions Partners will face is how and when to sell their ownership stake. Moving on from your role is a complex process that requires careful planning and execution. While everyone…
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As a business owner, the decision to sell your company is monumental – especially for your employees. They are the backbone of your operations, the ones who have helped elevate your business to where it…
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Deb Dubin – Chief Philanthropy Officer #GivingTuesday draws our attention to the power and promise of philanthropy. Held this year on December 3, 2024, Giving Tuesday is a global movement that “unleashes the power of radical…
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An RIA is dedicated to their clients’ future: helping them toward financial and personal success. So, you’ve probably given a lot of thought to your own future: what will happen to your business and your…
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Moneta’s Partner-in-Training Program Includes Leadership and Technical Preparation As a partner, you know better than anyone the importance of having a long-term plan. You want your clients, your team, and – most of all –…