Team Feed
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Hello and welcome to this month’s Ask the CFP® segment. This month’s question is, “What is the kiddie tax?” The “kiddie tax” is officially known as the Tax on A Child’s Investment and Other…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we near the end of official summer, the economy continues to hum along like a lazy…
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by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS stating that the 12/31/22 Form 8955-SSA was not filed timely or was incomplete. The notice…
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by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were part of the SECURE 2.0 Act passed in December 2022. The IRS guidance granted a…
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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 As a marketer by trade, I spend a lot of my day trying to…
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Running a successful business that generates wealth is incredibly satisfying. If there’s a downside, it’s that much of that wealth is generally illiquid, unless you sell the business or invest outside of your business. Today,…
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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…