Gast Freeman Troyer Racen
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Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…
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Controlling the controllable and reducing the effects of the uncontrollable are prudent decisions for successful business owners. But how can you know which is which, and where can you go when confronted with a business…
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Hello everyone, welcome to Ask the CFP®. Today, we’re discussing a unique opportunity: converting a 529 plan to a Roth IRA. Thanks to the SECURE Act 2.0, you can now roll over unused 529 assets…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
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Episode Transcript Show Notes Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast. Kyle: Welcome to Wit, Wisdom, and What Matters Most. It’s a podcast with…
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Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
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MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
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Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
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Hello! I’m Travis Freeman, and today I want to introduce you to structured notes. These unique investment options offer both growth potential and protection by combining a bond with a derivative component. However, it’s important…
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Unless you’re the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a changing marketplace. External changes in the market can sometimes force you to deal with problems…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans are knee deep into the most recent edition of college basketball’s annual March Madness tournament.…
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Episode Transcript Show Notes Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most, a podcast about the nuances of life. I’m Kyle Luetters, joined by Danton Troyer, and we’re both on the…
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Having a valuable business could position you to do the things you want in both your personal and professional life, from taking advantage of the perks of owning a successful business now to planning for…
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MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from markets following Donald Trump’s Presidential victory in early November 2024 seems to have ground to…
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Are you over 70½ years old and charitably inclined? Discover the benefits of a Qualified Charitable Distribution (QCD)! A QCD allows you to transfer funds directly from your IRA to a qualified charity, reducing your…
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Many business owners support the lifestyles of their families, employees, and others they care about by means of running a successful business. Usually, those business owners don’t anticipate dying or becoming incapacitated before they are…
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Episode Transcript Show Notes Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s Gast, Freeman Troyer Racen team. My name is Kyle Luetters, joined alongside Danton Troyer. And…
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Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on…
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Hello, today I want to discuss annuities and their role in your financial plan. Annuities are contracts with insurance companies that provide a steady income stream, which can be particularly beneficial for retirees. They help…
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Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly…
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Choosing a successor to run your business is one of the most challenging decisions that you’ll make as a business owner. It can be especially challenging if the successor you choose isn’t the one everyone…
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by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day for the world of artificial intelligence (AI). In one fell swoop, a whole industry operating…
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Hi there! I’m Kyle Luetters, with this month’s Ask the CFP®. As we approach 2026, some big tax changes are on the horizon. The Tax Cuts and Jobs Act is set to expire at the…