Gast Freeman Troyer Racen
-
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
-
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the S&P 500 up 3.7% and the Russell 2000 gaining 3.1%. Gains were led by large-cap…
-
Good day, everyone and welcome to this episode of Ask the CFP®. Are restricted stocks part of your financial picture? These are shares granted to employees as part of their compensation, but they come with…
-
Episode Transcript Episode 12 featuring Peter Biondo Navigating business from family station wagon to World Champion Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast…
-
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms. This ‘size effect’ has been in existence for at least forty years and is evidence…
-
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks. The Russell 2000 (+7.1%) led the way, while the S&P 500 (+2.0%) and Nasdaq Composite…
-
Welcome to this episode of Ask the CFP® discussing the key differences between Incentive Stock Options, Non-Qualified Stock Options, and Restricted Stock Units. The type of stock options granted is usually determined by the company’s…
-
Please note that September 1 is Labor Day, and our offices will be closed. Additionally, our offices will be closing early at 3:00 PM local time on Friday, August 29, and response time may be delayed. Thank you for your…
-
Many people have a romantic view of what retirement looks like…beaches, cruises, road trips, sitting next to a pool with no responsibilities— but in reality, many business owners struggle in retirement because they don’t know…
-
Welcome to this month’s Ask the CFP®. Today, I’ll discuss how the 401(a)(17) limit affects your 401(k) contributions as company executives. The IRS sets annual limits on compensation that can be counted toward retirement plan…
-
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
-
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…
-
Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters; I am joined by Danton Troyer. And,…
-
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
-
Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer. Danton,…
-
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic strength reduced earlier recession fears and further improvement within various trade negotiations helped risk assets.…
-
Welcome to this month’s Ask the CFP®; we’re delving into a vital aspect of global economics—tariffs. At its core, a tariff is a tax levied by a government on imported goods and services. This fiscal…
-
Please note that July 4 is Independence Day, and our offices will be closed on this day. Additionally, our offices will be closing early at 12:00 PM local time on Thursday, July 3, and response times may be delayed. …
-
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear facilities. While this most recent escalation has yet to escalate into a significant market moving…
-
Episode Transcript Kyle: The views expressed in this podcast are solely those of the hosts/guests and do not necessarily reflect the official policy or position of Moneta. Kyle: Welcome to another episode of Wit, Wisdom,…
-
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions, notably a de-escalation in tensions between the US and Europe, sent most major indices higher.…
-
Hello everyone, I’m Michael Peek and today I want to talk about managing a concentrated stock position. Holding too much of one stock can pose significant risks, but there are strategies to diversify without incurring…
-
Please note that May 26 is Memorial Day and our offices will be closed. Additionally, our offices will be closing early at 3:00 PM local time on Friday, May 23. Thank you for your patience and understanding…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight championship fight between Joe Frazier and George Foreman are an apt – if not overly…