Gast Freeman Troyer Racen
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Please note that Moneta offices will close at 12:00 pm CST on Tuesday, December 24 and remain closed through December 25. Our offices will close early again at 3:00 pm CST on Tuesday, December 31 through…
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Many business owners have a fuzzy idea of what life looks like after they’re done working. But fewer business owners have a plan for how they’ll reach that life they want. Running a successful business…
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Episode Transcript Kyle: And welcome to another episode of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined by Danton Troyer. And…
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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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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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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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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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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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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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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…
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Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among…
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Welcome to this month’s Ask the CFP® segment. Today, we’re diving into the world of credit scores. Ever wondered how those three little digits wield so much power over our financial lives? It’s more than…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
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Welcome to this month’s Ask the CFP®! Today we are going to be discussing Electric Vehicle Tax Credits. Electric vehicles are revolutionizing the way we drive and helping to reduce our carbon footprint. An EV…
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Planning for a successful future often takes years. And even the most forward-thinking plans often encounter unexpected obstacles that can add more time to achieving your goals—perhaps more time than you’re comfortable with. How can…
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Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start August. Weaker than expected payroll readings, a slowing manufacturing sector, and AI/technology earnings concerns prompted…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson…
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Hello! In this episode of Ask the CFP®, we’ll delve into a particularly thorny issue: what happens to inheritance and pre-marital dollars in a divorce? The circumstances and decisions leading to divorce are often complex…