Team Feed
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By Moneta Advisor Lauren Hunt Review your withholdings If you discover that you withheld too much or too little the previous year and you expect your circumstances to be similar for the current year, you…
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After growing to become the sixth largest fee-only Registered Investment Advisor in the country, Moneta opened its second-ever expansion office in Kansas City last fall. While large in scope with more than $27 billion AUM…
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By Grant Edmunds, CFP® – Advisor By now, most investors have heard of China’s second-largest real estate firm, Evergrande Group, and the potential default that looms over China’s vital real estate sector. For decades many have brushed…
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Starting in 2018, the Tax Cuts & Jobs Act limited the State and Local Tax (SALT) deduction on individual taxpayers’ Schedule A – Itemized Deductions to a maximum amount of $10,000. Before 2018, individuals could deduct…
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By Sean Follis, Moneta Advisor Life insurance can be a critical component of your financial plan. This article will explore how to measure the amount of life insurance you need along with the different types…
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Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby brings almost a decade of experience in public accounting, specializing in a wide array of complex…
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By Lauren Hunt, Moneta Advisor With year-end quickly approaching, taxpayers still have a few months left to plan ahead with strategies that could provide meaningful tax savings. Increase your 401(k) contributions For the 2021 tax…
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Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®, and Founding Partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta, as a top financial advisor in the U.S. For the…
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High-income and high-net worth individuals should expect a dramatic change in the tax and estate planning landscape.
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ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one…
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By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago around 5:00 AM in the pouring down…
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By Anna McDonald and Benjamin Trujillo, JD, LLM – Senior Advisor On Thursday, the Supreme Court dismissed the third (and likely final) challenge to invalidate the Affordable Care Act, known as Obamacare. Plaintiffs in the…
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By Anna McDonald The path around my grandma’s garden was always bathed in a kettle of midwestern sunlight. The garden sat between rolling hills in a valley filled with bright sun and very few trees.…
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By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large…
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By Lindsay Taylor, Moneta Senior Advisor With the transfer of power complete, many individuals have begun to worry about the estate tax implications of a Democratic majority-led government. While this provides a great opportunity to…
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By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page…
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By Lauren Hunt, Moneta Advisor If you have a 401(k) plan, you are familiar with the benefits afforded by these popular retirement accounts. They are a great way to set aside earnings into investments that…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to the terms for additional economic stimulus after months of haggling. Congress reached an accord on…
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St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department recently provided additional guidance which may result in higher taxes for Payroll Protection Program (PPP)…
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By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to…
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BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it has affected people in different ways, the health and economic shocks have proven to be…
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For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200 Financial Advisors rankings. The ranking recognizes outstanding advisors from across the nation. It comes as…