Hadary
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By – Jackson Wegner – CFP® Planning for the transfer of wealth and assets to future generations is a significant consideration for many individuals. While a will is a common estate planning tool, it may…
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Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There was no stopping the upward momentum that started in June as most risk markets moved…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the fourth biggest box office weekend in US history. However, as for much of the past…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
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Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged in June, putting banking concerns, recession fears and the debt-ceiling debate behind them. The US…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the July 4 holiday nears, there are fireworks by night and smoke by day, at least in our neighborhood in the Midwest. The grayish haze triggers a search…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and Fixed Income Back in January, we wrote about the extraordinary measures being undertaken by the…
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A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…
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I work with many people who want to begin planning for an inheritance – often millions of dollars – when a parent or loved one passes away. However, many are often unprepared for the potential…
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By Erin Hadary, CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED FINANCIAL TRANSITIONIST® I work with many people who inherit millions of dollars. Many of them find the windfall of money to be exciting and overwhelming, but…
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A slumping stock market, a slowing economy and a Federal Reserve that has signaled further increases in interest rates to combat inflation helps create a cause for retirees to make smart decisions in an effort…
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Jackson Wegner – Advisor As a starter on my high school basketball team, I was a 6’1” defensive specialist that guarded all five positions. I often matched up against opponents as tall as 6’9”, fighting…
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ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG is often grouped under the broader term sustainable investing, which includes impact and values-based investing…
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Alimony, also commonly known as spousal support or maintenance, is a court-ordered provision of financial support for an ex-spouse after a divorce, and in some cases, depending on various laws and factors, may be awarded…
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Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you will need to address your partner’s financials after their passing. While looking into financial documents…
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Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
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Typically, an inheritance is received after a loved one passes away, and this can be a difficult time for any beneficiary. While you’ve received a generous gift, you’re also grieving the loss of a loved…
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Are you dreaming of an early retirement? If you start planning now, it may not be out of reach. While you should develop an investment strategy early on, one benefit that often gets overlooked in…
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Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation took a tragic turn overnight, governments are jostling to respond to the most blatant act…
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A financial windfall might seem like something out of a movie — but for more and more Americans, it’s becoming a possibility. According to the Wall Street Journal, an estimated $61 trillion in wealth will…
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Erin Hadary MBA, CFP®, CAP® | Partner Everyone deserves a financial advisor that listens to their concerns, understands their needs, and makes sound recommendations to help them achieve their financial goals. As a member of…
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Erin Hadary MBA, CFP®, CAP® | Partner When I work with people who are going through a divorce, many of them wish there were an easy “1, 2, 3 Checklist” they could work through to…
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Erin Hadary MBA, CFP®, CAP® | Partner Real estate can be an excellent investment opportunity for those who want to diversify their portfolio. But capital gains taxes can eat into your proceeds when you sell…
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[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Chris Kamykowski, CFA,…