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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…
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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…