Team Feed
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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By Michael Torney, CFP, J.D., LL.M. For individuals or couples earning a high income this year, it’s important to determine not only how to allocate your earnings to maximize investments, but also to reduce taxes.…
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By Rick Bettger, MBA – Investment Research Analyst You might have to go all the way back to the 1980s to see a headline like the one that ran in the Wall Street Journal on…
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Updated 12/20/23 – THANK YOU so much to our clients for your generosity and kindness! Our collection for families with children from the local school district was very successful. Every item on their wish list…
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Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. It is a reminder that winter – albeit delayed – comes around after all. The…
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Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How much life insurance do I need?” As with many financial questions, the answer is unique to each and…
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For many business owners, the business is more than a means to make money—it’s a part of their identity and a link to the past. This can make the idea of leaving it, and committing…
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Work with a Certified Financial Transitionist® when managing your winnings from the lottery. “When I win the lottery…” Most of us have said this at some time or another, followed by a laugh. The odds…
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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] Manager of Marketing & Business Intelligence – Megan Merriss Gift-giving has been an enduring aspect of human culture for centuries. Whether it’s a…
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By Mike Vredenburgh CFP®, AIF®, ChFC® – Senior Advisor This is the second and final part of my blog series (Part One HERE) focusing on charitable giving. Specifically, completing charitable gifts using tax-efficient strategies such…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
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By Michael Torney, CFP, J.D., LL.M. Business owners considering selling their companies usually have a few options – such as selling to a local competitor, family member(s), a large chain, or a private equity firm. But…
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by Kevin Ward CFP® – Advisor I recently wrote a blog post about Buy-Sell Agreements and why they are an important planning tool for business owners. Another contingency plan scenario that requires additional planning is…
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By Sarah Bishop, Retirement Plan Advisor – Learn more about our Retirement Plan Service The Internal Revenue Service (IRS) announced increases to retirement plan limits for tax year 2024. These cost-of-living adjustments were published on Wednesday,…
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Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month for investors as both stocks and bonds fell lower. While markets initially looked through the…
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Business owners are used to having control. But some things are uncontrollable, and without a plan, those uncontrollable things can create negative consequences that reverberate. Consider the story of a fictional but representative business owner…
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By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat unsteadily, reeling from a “September effect” which did exactly what it said on the tin…
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Hello everyone, and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing…
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Many business owners choose to sell their businesses to third parties for several reasons. If you’re thinking about pursuing a third-party sale as your business exit strategy, consider these four steps to prepare yourself for…
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By Wesley Sebacher, CFP® Many individuals and families are enrolled in a High-Deductible Health Plan (HDHP). These plans offer a unique feature called a Health Savings Account (HSA), which allows a person to set aside…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal and have asked us to respond. It cites the banner performance of the traditional 60/40…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It’s cooling down outside now, but earnings season is heating up. As expected the outlooks are looking warm and cozy, at least so far, with a wide range of…
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Keeping the business in the family or among trusted employees is a point of pride for many business owners. And some heirs apparent truly can’t wait to run the business. Today, we’ll raise some important…