Gast Freeman Troyer Racen
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Episode Transcript Pod Episode 16 Sarah Renieri Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level…
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December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a more subdued fashion, with the S&P 500 essentially flat for the month. To be sure,…
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by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English definitions of the derivative concepts referenced throughout. INTRODUCTION The democratization of investments continues to make…
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Hello and welcome to this month’s Ask the CFP®. Today, we highlight a common tax question: should you itemize deductions or take the standard deduction? The decision hinges on your individual expenses and circumstances. If…
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Please note that Moneta offices will close at 12:00 pm local time on Wednesday, December 24 and remain closed through December 25. Our offices will close early again at 3:00 pm local time on Wednesday, December…
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Episode Transcript Episode 15 Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or…
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November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as investor fatigue was led by concerns over rising debt to finance AI spending, elevated valuations,…
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Please note that our offices will close at 3:00 pm local time on Wednesday, November 26 and remain closed through Friday, November 28. We appreciate your patience and understanding as response time may be delayed. During…
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Hello and welcome to this month’s Ask the CFP®. Today, we’re highlighting how you can maximize the impact of your charitable giving through a powerful concept known as a Giving Circle. A Giving Circle is…
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Episode Transcript Episode 14 Giving Thanks Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of…
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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and emerging markets advanced. Korea led all markets with a 19.9% surge, powered by semiconductors and…
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Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same as stupidity.” -John Authers Few financial metaphors come close to the use of the word…
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Unfortunately, due to inclement weather, our annual Shred Day event scheduled for Saturday, October 18, is cancelled. We plan to reschedule this event, so be on the lookout for that new date in a future email. We…
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Episode Transcript Episode 13 Debunking social media myths Kyle: And welcome to this edition of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…