Gast Freeman Troyer Racen
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Starting a business is inherently risky. Fortunately, even the riskiest businesses have opportunities to reduce their risks and protect their interests with proper and early planning. Let’s look at a fictional but representative story of…
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Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January 11th to be exact, we received an email from our Fixed Income team following the…
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By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
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Welcome to this month’s Ask the CFP® segment. Today we’ll talk about how we keep your investment portfolio on track over time. This is commonly known as rebalancing. A long-term investment portfolio should be well…
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Running a business can be one of the most fulfilling things you ever do. You dedicate everything you have to position the company to be successful. With all the effort you pour into your business,…
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We are thrilled to welcome you to our new “Moneta North” office. Our space is on the 10th floor of the Shaw Park Plaza building at the corner of Brentwood Blvd. and Forsyth Blvd., just…
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Markets continue to be noisy this week – as they digest market jitters at the end of last week (when the SPX fell by the most in one week – 1.6%, since October, and lost…
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Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued…
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Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can face devastating consequences due to a business owner’s death or permanent incapacitation. Fortunately, there is…
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by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and…
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Welcome to this month’s Ask the CFP® segment. We’ve been asked to describe our team’s approach to the financial planning process. Our team believes in holistic, goals-based financial planning that puts the client first.…
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Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle.…
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All business owners eventually exit their businesses – by choice, death, or otherwise —no matter how successful, powerful, or high growth they are. And like building a successful business, a successful exit is usually the…
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Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the S&P 500 breaking the 5000 level for the first time, surging over 5%. Even non-US…
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Consider this scenario: A traveler wakes up in a foreign place with three things—the clothes on their back, a map in a language they can’t interpret, and 10 coins. As they begin walking down what…
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Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…
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Planning a trip is exciting, inspiring…and nerve-wracking. As you compare options, piece together the details, make deposits, and purchase tickets, the whirlwind of anticipation can quickly be derailed by “what ifs…” What if one of…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity markets seem as frequent as Taylor Swift sightings at Kansas City Chiefs’ football games. Multiple…
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Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year so far – better economic growth, better trend of inflation, a better outlook for jobs…
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MoneyGeek recently featured Advisor Kyle Luetters in an article where he provides tips on getting life insurance at 60. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.*…
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By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or lose.” Lyndon B. Johnson In this election year we probably also have politics, and stump…
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“The best-laid schemes of mice and men gang aft agley.” -Robert Burns What should you do if a plan you made isn’t working? Let’s look at how exit planning can position business owners to successfully…
