Compardo Wienstroer & Janes
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Kaleb Doyle, CPA, CFP® | Advisor For many investors, the traditional 60/40 stock and bond portfolio just isn’t the right fit anymore. Several equity investors would like to implement a growth alternative that breaks away…
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Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high…
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Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my bond investments losing money?” They were surprised to see the results of their bond portfolio…
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Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research David Wickenhauser CFA®, CFP®,MBA | Investment Strategist The first quarter was not the auspicious start to 2022 that…
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By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove to be a difficult task, even with the most amicable of break-ups. It is critical…
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At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and pride ourselves in selecting top tier talent to support our clients’ evolving needs. In that…
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After growing to become the sixth largest fee-only Registered Investment Advisor in the country, Moneta opened its second-ever expansion office in Kansas City last fall. While large in scope with more than $27 billion AUM…
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By Grant Edmunds, CFP® – Advisor By now, most investors have heard of China’s second-largest real estate firm, Evergrande Group, and the potential default that looms over China’s vital real estate sector. For decades many have brushed…
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Starting in 2018, the Tax Cuts & Jobs Act limited the State and Local Tax (SALT) deduction on individual taxpayers’ Schedule A – Itemized Deductions to a maximum amount of $10,000. Before 2018, individuals could deduct…
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Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby brings almost a decade of experience in public accounting, specializing in a wide array of complex…
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Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®, and Founding Partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta, as a top financial advisor in the U.S. For the…
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High-income and high-net worth individuals should expect a dramatic change in the tax and estate planning landscape.
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ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one…
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By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago around 5:00 AM in the pouring down…
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By Anna McDonald and Benjamin Trujillo, JD, LLM – Senior Advisor On Thursday, the Supreme Court dismissed the third (and likely final) challenge to invalidate the Affordable Care Act, known as Obamacare. Plaintiffs in the…
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By Anna McDonald The path around my grandma’s garden was always bathed in a kettle of midwestern sunlight. The garden sat between rolling hills in a valley filled with bright sun and very few trees.…
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By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to the terms for additional economic stimulus after months of haggling. Congress reached an accord on…
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St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department recently provided additional guidance which may result in higher taxes for Payroll Protection Program (PPP)…
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By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to…
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BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it has affected people in different ways, the health and economic shocks have proven to be…
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By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life…