Team Feed
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A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your business to thrive, adjust, and evolve. It’s also a good way to begin planning for…
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When you co-own a business, you likely don’t go into it thinking, “One day, we may loathe each other.” But over time, goals, ambitions, and the economy itself can change, creating strife among co-owners. And…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store aisles. Like corporations and their earnings stores have become adept at telegraphing activity like holidays…
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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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Family Office Strategist – Elizabeth Sheehan, J.D. Estate planning is a complicated process filled with legal terms that can be overwhelming. Developing some familiarity with the various documents and roles typically involved in a straightforward…
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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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For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities, but it also presents unique challenges. To overcome these challenges and foster family cohesion, family…
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Welcome to this month’s Ask the CFP® segment. This month’s question is, “Why do CDs and bonds lose value when interest rates increase? When you think of a certificate of deposit, or CD, at…
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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.…