Team Feed
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by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all the buzz about artificial intelligence (AI) these days, this quote from 1999’s hit movie, The…
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Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.”– Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a few…
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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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We are thrilled to announce that Advisor – Margie Glenn, CPA, CFP®, has been chosen by the Greater Kansas City Chamber of Commerce to participate in the prestigious Centurions Leadership Program as part of the…
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By Tim Nielsen, CFP® – Advisor In this short blog post, I am going to talk about why it is so important to remind yourself to remove that little voice over your shoulder. The one telling…
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By Mike Vredenburgh In this blog series, I am going to focus on charitable giving. Specifically, how to discover meaningful philanthropy and then financial strategies to carry out charitable giving. The first part of…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Advisor – Matt Schaller MBA, CFA, CFP® – As we continue in our CWCJ Insider Series, some key economic indicators followed by economists…
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By Michael Torney, CFP, J.D., LL.M. Stock appreciation rights (SARs) are a type of equity compensation award. They give an executive the right to compensation based on the difference between the company’s stock price on a…
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Planning for a successful future can seem like an event—a thing you do in the course of business. However, in many cases, this planning is much more like a relationship: with your loved ones who…
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by Kevin Ward, Advisor When you start a business, you are putting your life, sweat, tears, and finances behind it. As that business grows and revenues increase, you are often faced with the difficult decision…
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Senior Tax Strategist – Abby Donnellan CPA The SECURE 2.0 Act of 2022, signed into law on 12/29/2022, builds on the prior SECURE Act of 2019 and focuses on helping Americans save for retirement. Below…
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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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Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “Why are POAs important and how do they work?” A power of attorney – or POA is a legally…
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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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By Gene Diederich, Partner – Moneta Many people want their children to become responsible, independent, and charitable adults. Yet, they often worry that raising them can be complicated when they never have to worry about money.…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Advisor – Matt Schaller MBA, CFA, CFP® In our last CWCJ Insider, we discussed economic indicators in general, as well as consumer spending…
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One of the biggest changes your business will inevitably experience is a transfer of responsibilities. Transferring important responsibilities to someone else can be exciting and nerve-wracking. Whether you’re transferring ownership to a family member, or…
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Tim Side, CFA, Research Analyst Executive Summary Since 2005, the U.S. has seen productivity growth persistently below long-term historical averages. Using the 1990’s as a proxy, there is potential for generative artificial intelligence to boost…
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By Aoifinn Devitt, CFP® – Chief Investment Officer On this day, June 21st, the longest day of the year in the Northern hemisphere, it is normal to think about cycles. The cycle from light into dark, the…
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By Kim Mueller, Senior Advisor Spring means warmer weather, longer days and blooming flowers – and also a time for a thorough house cleaning after a cold winter. But it may also be the…
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By Tasha Borglum, Partner The advisory fee conversation can be an uncomfortable one because, frankly, it can be pretty confusing. At Moneta, we strive to be extremely transparent and upfront about our fee structure which…
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By Aoifinn Devitt, CFP® – Chief Investment Officer While the US Fed paused for breath in this week’s rate decision, markets were a little more flustered. With a focus alternately on whether Jerome Powell was definitely committing…
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As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise to empower more sophisticated offerings. Moneta recently added Senior Family Office Advisor Heather Kline, who…