Compardo Wienstroer & Janes
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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…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…
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“I believe the Constitution of the United States gives me every right and privilege to which every other citizen is entitled; for while the Constitution gives the States the right to regulate suffrage, it nowhere…
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In a recent episode of the Financial Advisor Success podcast, host Michael Kitces was joined by Diane Compardo, managing partner and leader of the Compardo, Wienstroer, Conrad & Janes Team at Moneta, to discuss how…
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Diane Compardo named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients.
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Diane Compardo CFP®, CPA, PFS, AWMA, managing founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been consistently recognized at the national level by Forbes, Financial Times and, Barron’s as well as and…
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By Benjamin Trujillo, Senior Advisor The COVID-19 pandemic has been a difficult time for everyone. It has also created a unique atmosphere for estate planning. The unprecedented current economic environment provides a window of opportunity…
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[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of…
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Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of its 2020 Top 100 St. Louisans You Should Know. Matt Schaller brings more than a…
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We know it’s a difficult time for everyone around the world, yet in these unprecedented times, we are encouraged by hope. As we work in new ways with our clients, colleagues, communities and families, we…
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Saving for a child’s college fund is no easy task. Some parents even joke about saving for college before their children are even born. So how can parents effectively save for college? Fox 2 News…
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For the third year in a row, Barron’s named Moneta Partner Diane Compardo to its annual Top 1,200 Financial Advisors rankings. Compardo’s ranking among other financial advisors in Missouri rose to 3rd, up from 4th…