Team Feed
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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. – Premium financing is a technique that can be used in estate planning to allow individuals and…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long the Fed will raise rates and for how long they hold at the eventual terminal…
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A Strong Tax Strategy is Part of a Thoughtful, Comprehensive Financial Plan Tax season is upon us and, while not every financial advisor is a Certified Public Accountant (CPA), that doesn’t mean they can’t be…
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By Wesley Sebacher CFP® You may wonder how you will provide yourself a paycheck in retirement? Or how you will coordinate your savings and future retirement income. Often forgotten, is how your retirement savings and…
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Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week in a row and its largest weekly decline in over 10 weeks. The tripwire in…
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On Tuesday, the U.S. Census Bureau announced the January advance report on durable goods manufacturers’ shipments, inventories and orders: New Orders New orders for manufactured durable goods in January, down two of the last three…
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On Tuesday, the National Association of Realtors reported that existing-home sales fell for the 12th straight month in January. In addition, month-over-month sales were mixed among the four major U.S. regions, as the South and…
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This month’s Ask the CFP® question is What did Congress change in SECURE Act 2.0? Within the large appropriations bill passed by Congress in December of 2022 were multiple changes to retirement accounts and tax…
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On Tuesday, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.5% in January on a seasonally adjusted basis, after increasing 0.1% in December. Over the…
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Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although it showed a seventh consecutive month of lower inflation than the previous month, it still…
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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. – Estate planning is an important aspect of financial planning that helps individuals and families protect and…
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Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of positive economic indicators – so called hard data, is starting to edge out the soft…
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On Tuesday, the U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced that the goods and services deficit was $67.4 billion in December, up $6.4 billion from $61.0 billion in November. December exports were $250.2…
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I work with many people who want to begin planning for an inheritance – often millions of dollars – when a parent or loved one passes away. However, many are often unprepared for the potential…
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Every month, the Federal Reserve Bank of Dallas asks Texas business executives questions on labor market conditions and the results are compiled into the Texas Manufacturing Outlook Survey, the Texas Service Sector Outlook Survey and the…
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Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that falling bond and equity valuations wrought on portfolios, it was inevitable that investors would spend…
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When you retire, the typical paycheck from your employer stops coming, but your income needs do not necessarily stop coming. Instead, you may start to rely on your investment portfolio to replace your salary with…
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Quarterly Letter “When the Fed jams the brakes, someone goes through the windshield.”– Wall Street Adage – The over-riding theme for 2022 was all about inflation, for, as Will Rogers noted, “Letting the cat outta’…
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By Michael Torney, CFP®, J.D., LL.M. Lawsuits loom as an ever-present fear for physicians. According to the American Medical Association (AMA), more than one-third of physicians report being sued for malpractice. A similar study found that…
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By Erin Hadary, CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED FINANCIAL TRANSITIONIST® I work with many people who inherit millions of dollars. Many of them find the windfall of money to be exciting and overwhelming, but…
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“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster in the RIA industry. After a year of record volume for RIA mergers and acquisitions,…
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Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
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Three local financial experts share their advice. Written by Gene Marks Even as commercial lending rates have more than doubled in the last year, interest rates earned on checking, money market and savings accounts remain…
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The Conference Board was founded in 1916 by a group of CEOs “concerned about the impact of workplace issues on business, and with a desire for greater cooperation and knowledge sharing among businesses.” Every month,…