Team Feed
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Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President Donald Trump, eliminating any concern over protracted fighting over election results. In addition, Republicans gained…
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By Michael Torney, J.D., CFP®, LL.M., CEPA What got you here won’t get you there. No, not the famous book by Marshall Goldsmith. The idea is the tactics and strategy you used to build your business to…
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Welcome to this month’s Ask the CFP® segment. Ask the CFP®: What should I do to prepare five years before I plan to retire? December 2024 Welcome to this month’s Ask the CFP® segment. Today…
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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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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
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Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
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Episode Transcript In this episode, a woman who retired several years ago reveals the two words that were the sign it was time to retire, and her path for transitioning out of full-time employment. She…
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by Drennan Bailey, CPA, MBA, CFP® – Advisor Remember that first apartment in your 20s? Ramen noodles for dinner, furniture borrowed from friends, and a future filled with endless possibilities. Now, a decade or two…
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By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services The Internal Revenue Service (IRS) announced increases to retirement plan limits for tax year 2025. These cost-of-living adjustments were published on Friday, November…
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We are thrilled to announce that Aoifinn Devitt MBA, CFP® has joined our growing team! With an impressive career spanning over two decades in the financial industry, Aoifinn brings a wealth of experience and expertise…
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Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
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We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
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Your business is likely a large part of your financial success. Even after you eventually leave your business, you may still rely on your business to achieve financial security. This often means that you need…
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As we digest the moment that a nation has been waiting for – there is one feeling that is universal – certainty. After many cycles of disputed elections, a decisive result brings closure, and US…
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By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment and gone through the protect stage, it’s time to evaluate whether to build the business. Two ways an owner can…
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November 2024 Welcome to this month’s Ask the CFP® segment. As a financial advisor, clients often express concern about helping manage their aging parents’ or relative’s finances. We have put together some tips to help…
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By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment, it’s time for action. One of the first steps to increasing value is to protect what you have already built…
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Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
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By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by comparison. There’s often a clear path forward – or at least a few objectively good…
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The article aims to answer the question “Is Cash Back Taxable?” Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.* Are cash‐backs received from purchases considered taxable income? …
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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Episode Transcript Kyle: Welcome to episode number one of Wit, Wisdom, and What Matters Most – a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, I’m an advisor on the…