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Many successful business owners are successful because they think about things differently than most people. Others may recognize your personal brilliance and say to themselves, “I wish I could understand how she does it.” This…
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To our clients and friends, How and how much parents should help their kids is a concern many of you express to us, especially as it becomes obvious that financial success comes with big parenting…
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In this installment of Ask the CFP ®, our question is Why don’t wills avoid probate? We are frequently asked whether a will is subject to going through probate. There is a common misconception…
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By Michael Torney, CFP, J.D., LL.M. Key executives at privately-owned or public companies may receive shares of stock in their employer. Sometimes the shares of stock are synthetic stock, otherwise known as “phantom stock”. This kind…
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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. – Qualified Spousal Trusts (QSTs) are a type of estate planning tool in certain states, like Missouri…
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Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the official coronation of King Charles III took place in the UK. On this side of…
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How to Keep Your Sensitive Information Safe from Cyber-Criminals Do you manage some or all of your finances online? It’s a common – and convenient – practice today, but protecting your online financial information is…
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Written by Elaine Floyd, CFP® If there is one key differentiator between baby boomers and their parents, it is the higher incidence of divorce. Americans over 50 are twice as likely to be divorced compared…
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The number of job openings decreased to 9.6 million on the last business day of March, according to the U.S. Bureau of Labor Statistics. Over the month, the number of hires and total separations were…
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Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
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By Michael Torney, CFP, J.D., LL.M. Paying taxes when receiving stock grants instead of waiting for shares to vest could help you save thousands of dollars. Corporate executives often receive restricted stock or stock options as…
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THE SMALLER-CAPS LAG AND 1Q2023 GDP DISAPPOINTS It was another mixed week for equity markets, as the large-cap S&P 500, mega-cap DJIA and tech-laden NASDAQ all finished the final week of April in the green…
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Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
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Quarterly Letter “Only when the tide goes out do you discover who has been swimming naked.”– Warren Buffett Every few years a financial crisis arises that brings to mind this famous Warren Buffett quote. The trigger…
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Aoifinn Devitt – Chief Investment Officer We are often told to listen to the bond market as the “truthsayer” when it comes to the actual state of the US economy and its outlook. This refrain is…
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The death of a co-owner is a tragedy for many reasons. For many co-owned businesses, co-owners are also close friends. What makes the suffering worse is when the death of a co-owner hurts the business in…
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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. – A spousal lifetime access trust (SLAT) is a type of irrevocable trust that offers numerous benefits…
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The U.S. Census Bureau announced the following seasonally adjusted business application and formation statistics for March 2023. The Business Application Series describe the business applications for tax IDs as indicated by applications for an Employer…
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Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say “20 bucks” in reference to a transaction today? At one point, the “buck” served as…
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Last month, the Sward Team celebrated our ten year anniversary. It’s a big milestone, and one that requires gratitude, as well as a sigh of relief. We have certainly had our ups and downs over…
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By Michael Torney, CFP, J.D., LL.M. Incentive Stock Options (ISOs) are the right to buy shares of company stock at a fixed price; this price must not be lower than the actual fair market value of…
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Welcome to Ask the CFP®! In this episode, I’m addressing the question: should I use an Adjustable-Rate Mortgage? Unlike traditional fixed-rate mortgages, adjustable-rate mortgages – commonly referred to as ARMs – have an interest rate…
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On Monday, the U.S. Census Bureau reported new wholesale trade statistics for February 2023.