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Welcome to this episode of Ask the CFP® discussing the key differences between Incentive Stock Options, Non-Qualified Stock Options, and Restricted Stock Units. The type of stock options granted is usually determined by the company’s…
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Please note that September 1 is Labor Day, and our offices will be closed. Additionally, our offices will be closing early at 3:00 PM local time on Friday, August 29, and response time may be delayed. Thank you for your…
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Many people have a romantic view of what retirement looks like…beaches, cruises, road trips, sitting next to a pool with no responsibilities— but in reality, many business owners struggle in retirement because they don’t know…
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Welcome to this month’s Ask the CFP®. Today, I’ll discuss how the 401(a)(17) limit affects your 401(k) contributions as company executives. The IRS sets annual limits on compensation that can be counted toward retirement plan…
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Family learning is a critical component of successful generational wealth management. Family members who are prepared, informed, and credible tend to be contributing leaders to the family enterprise. Families with significant wealth that stand the…
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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
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July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…
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Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters; I am joined by Danton Troyer. And,…
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The cost of higher education continues to rise, making it important for families to explore savings options that can help them manage future expenses. One widely used approach is the 529 plan, a tax-advantaged savings…
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Tips and Strategies for Managing Education Costs and Back-to-School Expenses Back-to-school season often brings excitement, new opportunities, and financial decisions. Whether preparing for elementary school, high school, or college, planning for education-related expenses can help…
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As retirement planning grows increasingly complex, more individuals are turning to professional guidance to navigate the journey. Relying on advisor-managed retirement plans can offer a range of advantages that go far beyond picking the right…
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We’re proud to share that Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, has been named to the Barron’s Advisor Hall of Fame—a milestone that reflects not only her individual accomplishments, but…
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If you’re a U.S. citizen living or investing abroad, it’s important to understand the rules around reporting your foreign assets. One of the most impactful regulations is FATCA—the Foreign Account Tax Compliance Act.
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Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your…
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If you live, invest, or have financial ties across borders, you’ll likely encounter foreign currencies. These currencies can rise or fall in value compared to the U.S. dollar, and those fluctuations can have a real…
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Congratulations on your engagement! Whether it’s for the first time or more times, planning a wedding (and life together) is incredibly exciting. However, between the dress fittings and cake tastings, a question lingers in the…
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Check out what the team has been up to in Quarter Two of 2025!
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Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.” – Oscar Wilde As we prepare this investment update, Congress is putting the finishing touches on the Big, Beautiful…
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Welcome to summer! Wherever you may be, we hope that you’ve enjoyed some beautiful weather and a fantastic Fourth of July holiday. We’d love to hear about your summer adventures with family and friends, even…
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Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
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Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer. Danton,…
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June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic strength reduced earlier recession fears and further improvement within various trade negotiations helped risk assets.…
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Welcome to this month’s Ask the CFP®; we’re delving into a vital aspect of global economics—tariffs. At its core, a tariff is a tax levied by a government on imported goods and services. This fiscal…
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At Moneta, independence isn’t just a structural choice—it’s a core value that defines how we serve our clients. As a 100% partner-owned, fee-only Registered Investment Advisor (RIA), we are uniquely positioned to provide objective, client-first…