Compardo Wienstroer & Janes
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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…
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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle, where he helps formulate firmwide investment strategies and serves as the Chief Investment Officer for…
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You’re standing in line at customs, not sure which one to choose. The passport in your right hand says one thing. The mortgage statement in your left pocket says another. Your kids go to school…
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Compardo, Wienstroer & Janes at Moneta – Our mission is simple yet profound: to help you navigate life’s path so you can protect the things you cherish most. For many of our clients, that path includes…
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Compardo, Wienstroer & Janes – For decades, families have focused on one core question: how do we teach the next generation about money? While financial education is important, experience shows that knowledge alone does not…
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Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the year with optimism around steady growth, supportive fiscal dynamics, and expected Federal Reserve rate cuts quickly gave…
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You worked for decades with a clear objective: build enough wealth that money would never be a source of stress again. And by most measures, you succeeded. The number in your account is larger than…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® High-net-worth families can face unique challenges when it comes to retirement accounts and estate planning. The combination of the Secure Act’s 10-year rule and high tax…
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March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S. equities fell broadly, with the S&P 500 and Russell 2000 indices both down 5.0%, while…
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It’s a question we get from all types of clients, “will I have enough?”. High-net-worth clients have substantial assets, but longevity risk still shows up as a very real concern no matter when you plan…
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At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection of personal values and a desire to create positive change in the world. But what…
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Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the right team, the path can feel a lot clearer. Whether you’re planning to pass along…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many HNW families, preserving wealth across generations is about more than just numbers — it’s about control, protection, and shared values. Trusts are a vital…
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February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling 0.8% as concerns over AI disruption, tariffs, and escalating Middle East tensions weighed on sentiment.…
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In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based investing—an approach that recognizes the natural world not only as something to preserve, but as…
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Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and leadership structure. The buildup to what has been deemed, “Operation Epic Fury”, has been ongoing…
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Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of your insurance deductible during a qualifying 2025 disaster to your personal residence, you could be…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many families, particularly those who have high net worth, retirement accounts can often make up a significant portion of total wealth. These accounts are designed…
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Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for the MSCI Emerging Markets (net return) index1 has brought emerging market equities into the collective…
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Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter is the real story. The Dow Jones Industrial Average topped 50,000 for the first time…
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January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the S&P 500 returning 1.5% despite significant mid-month volatility. Tariff threats on European countries over Greenland…