Compardo Wienstroer & Janes
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Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we wrote our piece “Spending & Borrowing to Austerity: The US Fiscal Policy Challenge” in 2024,…
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LiveNOW from FOX’s Ryan Schmelz sits down with Cynthia Kirkpatrick, Moneta, to discuss ways in which women can invest wisely and maximize their wealth.
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Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in…
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Compardo, Wienstroer & Janes at Moneta When our lives take on a global dimension, they often become more complex. Building assets and incurring liabilities overseas often entails an additional layer of complexity – currency risk.…
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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a sharp divergence across asset classes driven by resurging energy prices, a fractured Fed, and AI-related…
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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro…
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Compardo, Wienstroer & Janes at Moneta You have done everything right. Decades of disciplined saving. A 401(k) that is north of the million-dollar mark. A life insurance policy that protects the people you love and…
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By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because different trusts accomplish different goals, UHNW families often have more than one. The key in building a true trust strategy lies in the mix. Assemble the wrong one,…
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Compardo, Wienstroer & Janes at Moneta Artificial intelligence(AI) has quietly become one of the most transformative tools of our time. From drafting emails, doing medical symptom searches, even generating dinner recipes, AI assistants like Claude,…
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Compardo, Wienstroer & Janes at Moneta Why the Right Financial Team Is Critical Choosing a financial advisor is often framed as choosing one person. But the most complex moments in your financial life, a business…
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Compardo, Wienstroer & Janes | Moneta Your life doesn’t stop at a border. Your financial advice shouldn’t either. Whether you’ve relocated abroad, split your time between countries, built a family with ties on both sides…
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A Guide for Multigenerational Families Compardo, Wienstroer & Janes at Moneta – Matt Herman, Senior Advisor, CPA You spend a lifetime building wealth, only to find that the harder challenge is preserving it across future…
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Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three months ago, the U.S. and Iran were in active conflict, the Strait of Hormuz was…
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Compardo, Wienstroer & Janes | Moneta Moneta | Compardo, Wienstroer & Janes — Q3 2026 Newsletter MONETA Compardo, Wienstroer & Janes Quarterly Newsletter Q2 2026 The second quarter brought a lot to celebrate, from three…
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Compardo, Wienstroer & Janes | Moneta The goal was always simple. Build something. Grow it. Protect it. The work had a rhythm, problems to solve, decisions to make, people counting on you. The pressure was…
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June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for risk assets, as the AI-driven optimism that powered markets through May collided with a sharp…
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For non-U.S. investors, the American market presents genuine opportunity – deep capital markets, asset class diversity, and a legal framework that many find more transparent and enforceable than alternatives elsewhere. But the U.S. tax system…
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Compardo, Wienstroer & Janes at Moneta – Max Hood, Advisor, CFP®, ABFP® The world is watching the World Cup with billions of fans glued to screens, hearts pounding with every pass, every shot, every save.…
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Compardo, Wienstroer & Janes – Andy Likes, Director of Communications Every year, for one reason or another, people begin their search for a new Advisor to help guide their financial life. While personal referrals are…
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May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while the path was far from smooth, markets ultimately powered higher on ceasefire optimism and a…
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Compardo, Wienstroer & Janes – There is a particular kind of exhaustion that comes with inheriting significant wealth. It is not the exhaustion of working too hard. It is something quieter and, for many, more…
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By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often cause short-term dislocations, they rarely have a lasting impact on markets and staying disciplined remains…
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Compardo, Wienstroer & Janes at Moneta – Andy Likes, Director of Communications For ultra-high-net-worth families, the real question isn’t whether you’ll have enough to retire. It’s whether the wealth you’ve built will still be working…
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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March, with the S&P 500 posting its best month since November 2020. Powered by a wave…