Team Feed
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On Monday, the U.S. Census Bureau reported that construction spending during February 2023 was at an annual rate of $1,844.1 billion, 0.1% below the revised January estimate of $1,845.4 billion. The February figure is 5.2%…
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By Michael Torney, CFP, J.D., LL.M. Successful executives often receive various forms of compensation in addition to their salaries and bonuses. Their employers will often provide stock awards or the opportunity to participate in various long-term…
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A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…
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Aoifinn Devitt – Chief Investment Officer Just when it seemed like inflation was firmly receding based on last week’s PCE price index data, oil looked poised to deliver a supply side shock – at least…
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Tim Side, CFA, Research Analyst With the March Federal Open Market Committee (FOMC) meeting behind us, the day of reckoning for the Federal Reserve is quickly approaching. In what was the least predictable FOMC meeting…
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Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners in its Cherry Creek location. After 30 years as a single-office RIA in St. Louis,…
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Successful business owners do a lot of things well, and they make it look easy. This is often a sign of well-running processes and years of discipline. However, it can also be a trap for…
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By Michael Torney, CFP, J.D., LL.M. Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs) can be valuable parts of an executive’s overall compensation package and wealth building strategy. Both are eventually grants of company stock…
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The saying goes that there are two things certain in life: death and taxes. This past month reminds us that a close third is that a failed bank will create ample fear and anxiety for…
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Many successful business owners (and their families) look forward to retirement. After years of hard work, retirement lets business owners kick up their feet and live the dream. But what if everyone is ready for your retirement except…
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Navigating High Inflationary Periods and Protecting Your Wealth Over Time Inflation is an economic concept that describes the increase in the cost of goods and services over time. As inflation rises, the purchasing power of…
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Inheriting wealth can be a life-changing event, but it also comes with a great responsibility to preserve and grow your family’s legacy. Whether you receive an inheritance from a parent, grandparent, or another family member,…
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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. – Individual Retirement Accounts (IRAs) have long been a popular tool for retirement savings, with many people…
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The Federal Reserve Bank of Dallas conducts the Texas Manufacturing Outlook Survey monthly to obtain a timely assessment of the state’s factory activity. Firms are asked whether output, employment, orders, prices and other indicators increased,…
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Aoifinn Devitt – Chief Investment Officer The 25 bps rate hike delivered yesterday by Fed Chairman Powell gave us some insight into the no-mans land that lies between a rock and a hard place. This was…
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Moneta ranked in the top 25% across all similarly sized companies in six of 12 key culture categories evaluated in the survey: Company Direction, Cross-Team Collaboration, Leaders In-The-Know, Meaningful Work, Open Minded Culture, and Supportive…
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On Tuesday, the National Association of Realtors reported that “existing-home sales reversed a 12-month slide in February, registering the largest monthly percentage increase since July 2020. Month-over-month sales rose in all four major U.S. regions.…
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Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research Mark Webster, CMFC®, Senior Investment Research Analyst Markets are currently experiencing an unexpected flashback to the 2008 Great Financial Crisis (GFC) as a handful of…
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Hello! This month’s Ask the CFP ® question is “When should I begin taking Social Security?” This is a question we hear often, and the answer is…it depends. You can begin drawing Social Security benefits…
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This week was dominated by banking worries that started with the collapse of Silicon Valley Bank last week and spread to Signature Bank of New York and a few others this week But before markets…
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Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest U.S. bank with more than $200 billion in assets. Depositors went into the weekend with…
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Still Up 15.8% Since January 2022 On Tuesday, the U.S. Census Bureau announced the following new wholesale trade statistics for January 2023: Sales January 2023 sales of merchant wholesalers, except manufacturers’ sales branches and offices,…
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Highlights of the SECURE Act 2.0
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Aoifinn Devitt – Chief Investment Officer Markets meandered somewhat aimlessly over the past week with the now familiar mix of resilient “hard” economic data and waning consumer sentiment. And it is clear that Chairman Powell is…