Team Feed
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by Kevin Ward CFP® – Advisor Back in July I wrote a blog about how and why business owners should diversify their personal net worth and overall wealth. So, how do you ensure that your…
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By Stephanie Rogers CFA, CFP®, Senior Advisor When your adult child in their 20s wants to buy a house and may not qualify for a mortgage loan, what is the best way to help them? …
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By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging stock market in July was cut short by a more subdued month of August and…
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Quarterly Letter “The Fed is navigating by the stars under cloudy skies.” – Jerome Powell, Fed Chairman Every year the Kansas City Fed invites all Fed Governors and senior personnel to Jackson Hole, Wyoming for…
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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 Generations have unique experiences and perspectives shaped by their historical context and societal influences.…
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By Tim Nielsen, CFP® – Advisor Read part one HERE In this two-part blog series, I am going to discuss psychological biases that impact our investment decisions and how to manage it. Countless books and…
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By Michael Torney, CFP, J.D., LL.M. As physicians finish residency and start their life in practice, planning for long-term financial success should become a top priority. For most physicians, this is the point where they command…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the air. The tragic events playing out on the geopolitical stage, now in the Middle East,…
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Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September Lives Up to Long-Term Reputation September has the reputation as the worst performing month of…
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Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list. This year was no different. Barron’s ranked Moneta No. 14 on its list of the “2023 Top 100 RIA Firms,”…
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Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How do I find my 401(k) expenses? We all know there’s no such thing as a free lunch. 401(k) plans…
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by Michael Torney, CFP®, J.D., LL.M. As a physician just starting your practice or switching jobs, you have a lot of financial considerations to consider. One of the most important to-dos is signing a contract…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a month of transition. We have transitioned into a little more edginess in markets, as inflation…
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“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett, Chairman & CEO Berkshire Hathaway Executive Summary Private Equity is navigating a complex landscape that presents both challenges and opportunities…
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MoneyGeek recently featured Advisor Kyle Luetters in an article providing tips n finding the best first-time credit cards. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.…
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Mark Webster, CFA – Senior Investment Research Analyst Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research The last decade has not been kind to those arguing for active management within investment portfolios,…
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By Mindy Mitchell Click here to download the PDF Version. Here are some factors for evaluation. Over the past 18 months, several clients have expressed concern about keeping all or the majority of their investments…
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Click here to download the PDF version of this piece. The ongoing debate between active and passive1 investing continues as passively managed funds have seen net assets swell by an average annual rate of 11.9%…
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by Tasha Borglum The advisor you’ve known and loved for many years is retiring. What now? The sale of an Advisor’s practice can take many forms: selling to a private equity firm, joining another Registered…
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MoneyGeek recently featured Advisor Michael Peek to provide his thoughts on what steps to consider when researching a car insurance provider. Below are excerpts from the article, which you can see in its entirety HERE. How…
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By Wesley Sebacher, CFP® Completing residency is a significant milestone for physicians. After years of hard work and dedication, you’re finally ready to embark on your medical career. However, as you transition from a resident…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The latest inflation figures released this week showed a small uptick in month-on-month inflation, largely attributable…
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Business owners deserve to get full value for their businesses when they decide to retire. But who determines what “full value” is, and how do you create it? Let’s look at three strategies you can…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Tim Side, CFA® – Investment Strategist Click here to download the PDF Monthly Observations Historically Weak Month Proves Weak Volatility turned upward after a calm…