Gast Freeman Troyer Racen
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Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we wrote our piece “Spending & Borrowing to Austerity: The US Fiscal Policy Challenge” in 2024,…
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Episode Takeaways How should married couples manage money when one spouse earns significantly more than the other? Should everything be shared, kept separate, or organized around the goals they’ve agreed to pursue together? In this…
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How should married couples manage money when one spouse earns significantly more than the other? Should they combine their finances, keep separate accounts, or divide household expenses proportionately based on income? These questions can become…
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Episode Takeaways High-stakes decisions can feel surprisingly isolating, especially when the consequences affect a company, a career, or hundreds of other people. How can leaders think clearly when pressure, confidence, and uncertainty collide? In this…
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When you’re responsible for a decision that affects an entire company, a team, or someone’s livelihood, having the authority doesn’t necessarily make the decision feel easier. More responsibility can mean more pressure, more consequences, and…
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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a sharp divergence across asset classes driven by resurging energy prices, a fractured Fed, and AI-related…
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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro…
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Could your company continue operating if you were suddenly unable to lead it? If nearly every important decision, client relationship, and daily process depends on you, the business may appear strong but actually carry significant…
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Episode Takeaways Could your company keep moving forward without you? If too many decisions, relationships, and responsibilities depend on one leader, business continuity, company value, and succession plans may all be at risk. In this…
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Episode Takeaways What happens when the career that shaped your identity, routine, and sense of purpose comes to an end? For executives preparing to retire, sell a business, or step away from leadership, financial planning…
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What happens after you’ve spent decades leading a company, making important decisions, and suddenly your calendar is empty? If you’re preparing for retirement, selling a business, or stepping away from a leadership role, you may…
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Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three months ago, the U.S. and Iran were in active conflict, the Strait of Hormuz was…
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For many executives, the title becomes much more than a line on a business card. The title becomes shorthand for success, credibility, contribution, and identity. After years of building a career, leading teams, solving hard…
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Episode Takeaways What happens when the title you’ve worked decades to earn no longer applies to you? For many executives and professionals, career transitions, retirement, AI-driven workplace changes, and unexpected life events force a deeper…
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June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for risk assets, as the AI-driven optimism that powered markets through May collided with a sharp…
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Please note that our offices are closed on Friday, July 3, in observance of Independence Day. Additionally, our offices close early at 3:00 PM local time on Thursday, July 2, and response time may be delayed.…
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When you’re preparing for retirement, it’s natural to look for a simple answer. Maybe it’s a rule you’ve heard for years. Maybe it’s a number someone shared. Maybe it’s a formula that’s supposed to tell…
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Episode Takeaways Most financial advice is designed to be simple. The challenge is that real life rarely is simple. In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explore why…
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May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while the path was far from smooth, markets ultimately powered higher on ceasefire optimism and a…
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Career growth can feel exhilarating at first. More responsibility. More trust. More people relying on you. But over time, the same success that once felt energizing can start to feel heavy. “Time is a finite…
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Episode Takeaways Career success can look great from the outside while quietly costing you more than you realize. In this episode, Sara Bell shares what happened when years of high performance, constant responsibility, and perfectionism…
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There’s a moment in many careers and lives that doesn’t get talked about enough. It’s not when things are falling apart; it’s when everything is working well. Income is strong. Opportunities are being presented. Life…
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Episode Takeaways Success can feel like the finish line, but it’s often where the real risk begins. When everything is going right, it’s easy to lose focus on what actually matters most. In this episode,…
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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…