Lane Hipple
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Updated tax rates, contribution limits, deductibles, and premiums for the new year Bookmark these important “cheat sheets” that include just about every piece of key financial data one might need throughout the year. Collectively, these…
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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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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 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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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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We are pleased to announce that Andrew Hipple has recently earned the prestigious designation of Enrolled Agent (EA) – the highest credential the IRS awards. This remarkable achievement is a testament to Andrew’s dedication, expertise,…
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Lane Hipple answers the (jingle) bell Once again, the clients and staff of Lane Hipple put forth an overwhelming effort to help bring Christmas to local families who wouldn’t otherwise have the means to celebrate.…
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The Medicare Part B premium will be $185 per month in 2025, a 5.9% increase from this year’s $174.70. Most individuals pay no premium for Part A, as long as they’ve paid into Medicare at…
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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…
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**UPDATE 12/11/24** Thanks to your overwhelming generosity, all the gifts listed below were purchased, and we still have a week to go! If you would still like to donate, we will accept gifts card to…
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Share Wealth and Save on Taxes this Holiday Season The holiday season is a time for giving, and for those who wish to share their wealth, there are financially efficient strategies that help you give…
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That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
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Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
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Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
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We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
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Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear path for how their estate will be handled after they pass. Despite its importance,…
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This article was written by Elaine Floyd, CFP® and modified from the original, found here. A key feature of Medicare—and any insurance really—is that the system only works if people maintain continuous coverage. This is why…
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What do they mean for markets?
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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about their financial status, goals, and future plans, they build trust and foster better communication, both…
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On September 28, 2024 paddlers circumnavigated Petty’s Island in voyager canoes to raise money for three causes: 1) UrbanPromise International and the global expansion of their UrbanTrekkers Experiential Learning Program; 2) UPromise100, an initiative that…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
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Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start August. Weaker than expected payroll readings, a slowing manufacturing sector, and AI/technology earnings concerns prompted…