Gast Freeman Troyer Racen
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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…
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Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. The…
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The key to business growth often lies in the installation of value drivers. Value drivers are elements that can help you make your business attractive to potential buyers as you approach your inevitable business exit…
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The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events, including snowstorms in in the South and Midwest, wildfires in LA, Bird Flu on the…
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A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for closely held businesses. We’ll look at what the ruling says, how it could affect you, and steps…
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Episode Transcript Show Notes featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined alongside Danton Troyer. Very excited…
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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove markets higher in November but failed to maintain momentum in December. Historically, December has been…
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Writing things down is an important part of achieving your goals, both while you’re running your business and after you leave. However, many business owners feel overwhelmed by the idea of writing down their post-exit…
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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…