Team Feed
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Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of positive economic indicators – so called hard data, is starting to edge out the soft…
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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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Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that falling bond and equity valuations wrought on portfolios, it was inevitable that investors would spend…
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When you retire, the typical paycheck from your employer stops coming, but your income needs do not necessarily stop coming. Instead, you may start to rely on your investment portfolio to replace your salary with…
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Quarterly Letter “When the Fed jams the brakes, someone goes through the windshield.”– Wall Street Adage – The over-riding theme for 2022 was all about inflation, for, as Will Rogers noted, “Letting the cat outta’…
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By Michael Torney, CFP®, J.D., LL.M. Lawsuits loom as an ever-present fear for physicians. According to the American Medical Association (AMA), more than one-third of physicians report being sued for malpractice. A similar study found that…
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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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“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster in the RIA industry. After a year of record volume for RIA mergers and acquisitions,…
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Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
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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] Senior Advisor, Benjamin Trujillo J.D., LL.M. – An irrevocable life insurance trust (ILIT) is a trust that is designed to hold a life…
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In 2014, our team’s Athlete & Entertainment Service was born with the addition of Jordan Janes CFP®. Jordan quickly advanced in his career with CWCJ and was promoted to Partner in 2018. The practice has…
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Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
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Making the change from receiving a paycheck to creating your own income stream can be stressful. Let’s walk through how we approach this transition.
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. This year, however, the scars of a bruising equity and bond market are still felt.…
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Michael Torney, CFP, J.D., LL.M. John D. Rockefeller once said, “I always tried to turn every disaster into an opportunity.” With the stock market down by double digits in 2022, investors have such an opportunity…
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Diane Compardo CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer & Janes at Moneta has been recognized five times this year by Barron’s and Forbes as a top financial advisor in the U.S. 2022…
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Moneta’s Board of Managers unanimously approved Tasha Borglum, Steven Diederich, and Zach Han, to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tasha Borglum, Steven Diederich and Zac Han…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how should I handle a family member asking for money?” Money is a powerful force. It can empower charities…
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Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…
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By Michael Torney, CFP, J.D., LL.M. Many of my clients donate money to their favorite charities. I understand their passion. My wife and I are avid, long-time supporters of The Muny – St. Louis’ outdoor theater…
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Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
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Lauren Hunt, Senior Advisor Twitter laid off approximately 3,700 employees in early November as part of Elon Musk’s $44 billion purchase of the company. While no one likes to lose a job, many of the…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much risk should I take with my investments?” Imagine for a moment that you could play a game…