Gast Freeman Troyer Racen
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Episode Takeaways What if the biggest financial mistake high earners make isn’t what they invest in, but when they start paying attention? What if the habits you build early quietly shape everything about your future…
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If you’re earning more than you ever have before, retirement can feel both closer and harder to define. On the books, things may look strong. In real life, this is often when the biggest questions…
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by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often cause short-term dislocations, they rarely have a lasting impact on markets and staying disciplined remains…
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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March, with the S&P 500 posting its best month since November 2020. Powered by a wave…
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Episode Takeaways Family conversations about money are rarely just about money. They’re about expectations, relationships, and decisions that can shape generations. In this episode, Danton Troyer and Kyle Luetters share real stories from guiding families…
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There’s a quiet pattern that shows up in many families. Everyone assumes things will “work out.” That roles are understood.That expectations are shared.That those decisions will make sense when the time comes. But often, those…
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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle, where he helps formulate firmwide investment strategies and serves as the Chief Investment Officer for…
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For the final time, this event is available to Moneta clients along with their family and friends! When: Saturday, April 25, 2026Where: Old Moneta Client Parking Lot100 S. Brentwood Blvd., St. Louis, MO 63105 Please…
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Episode Takeaways Key Takeaways: What happens to your mindset about money after you’ve achieved career success? In this conversation, retired global biotech executive Tony Bower, PhD, shares how ambition, family, and financial clarity reshape the way we…
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For many people, the first half of life is defined by ambition. There are goals to pursue, careers to build, families to support, and financial stability to create. Progress is often measured by promotions, income…
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Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the year with optimism around steady growth, supportive fiscal dynamics, and expected Federal Reserve rate cuts quickly gave…
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March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S. equities fell broadly, with the S&P 500 and Russell 2000 indices both down 5.0%, while…
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For many successful professionals and business leaders, financial complexity does not arrive all at once; it builds slowly. Early in a career, financial decisions are relatively straightforward. A paycheck, a retirement account, perhaps a mortgage.…
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Episode Takeaways What does it really mean for a financial advisor to act as a “Family CFO?” In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explain how financial…
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Episode Takeaways The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from real experiences, difficult decisions, and the stories people carry with them along the way. In…
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February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling 0.8% as concerns over AI disruption, tariffs, and escalating Middle East tensions weighed on sentiment.…
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Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and leadership structure. The buildup to what has been deemed, “Operation Epic Fury”, has been ongoing…
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Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for the MSCI Emerging Markets (net return) index1 has brought emerging market equities into the collective…
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Episode Transcript Kyle: And 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,…
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January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the S&P 500 returning 1.5% despite significant mid-month volatility. Tariff threats on European countries over Greenland…
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by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of the U.S. over the weekend as snowstorms and frigid temperatures caused several deaths, grounded flights,…
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Please note that our offices will be closed on Monday, January 19 in observance of Martin Luther King Jr. Day. We appreciate your patience and understanding as response time may be delayed. To learn how Moneta honors…
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Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried its fair share of headline risks: a reordering of global defense philosophies, tariff disruptions, a…
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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…