Team Feed
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Are you over 70½ years old and charitably inclined? Discover the benefits of a Qualified Charitable Distribution (QCD)! A QCD allows you to transfer funds directly from your IRA to a qualified charity, reducing your…
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Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in January have led to a considerable amount of uncertainty on the part of our nonprofit community partners. While many of…
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Many business owners support the lifestyles of their families, employees, and others they care about by means of running a successful business. Usually, those business owners don’t anticipate dying or becoming incapacitated before they are…
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My female clients tend to climb corporate ladders, save and change lives as physicians, or execute highly successful law practices – but rarely are they business owners. I’ve assisted many clients in marketing and selling…
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Episode Transcript Show Notes Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s Gast, Freeman Troyer Racen team. My name is Kyle Luetters, joined alongside Danton Troyer. And…
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Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on…
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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You may have been strolling cobblestone streets past quaint shops and cafes, enjoying the culture of…
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Hello, today I want to discuss annuities and their role in your financial plan. Annuities are contracts with insurance companies that provide a steady income stream, which can be particularly beneficial for retirees. They help…
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Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly…
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Choosing a successor to run your business is one of the most challenging decisions that you’ll make as a business owner. It can be especially challenging if the successor you choose isn’t the one everyone…
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by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day for the world of artificial intelligence (AI). In one fell swoop, a whole industry operating…
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Hi there! I’m Kyle Luetters, with this month’s Ask the CFP®. As we approach 2026, some big tax changes are on the horizon. The Tax Cuts and Jobs Act is set to expire at the…
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Quarterly Letter The year 2024 had something for everyone – a beautiful Paris Olympics, Taylor Swift-mania, an unprecedented U.S. Presidential election, and, most importantly to our clients, strong stock market returns. The S&P 500 Index…
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If you are a business owner considering your exit plan, you have probably considered selling to a small group of insiders (key employees and/or family members), financial buyers (private equity), or strategic buyers (competitors). Before…
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Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. The…
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The key to business growth often lies in the installation of value drivers. Value drivers are elements that can help you make your business attractive to potential buyers as you approach your inevitable business exit…
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by Jackson Wegner, CFP® – Advisor The earlier in life that one creates and implements good habits, the more likely the habits are to last a lifetime. Just as a healthy diet, a strong work…
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The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events, including snowstorms in in the South and Midwest, wildfires in LA, Bird Flu on the…
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A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for closely held businesses. We’ll look at what the ruling says, how it could affect you, and steps…
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By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services When discussing goals and objectives for the company retirement plan with clients, one of the most common priorities is boosting employee participation.…
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Episode Transcript Show Notes featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined alongside Danton Troyer. Very excited…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners are not usually focused on selling their company. They are focused on running the business. This makes sense – why worry about selling the company when that’s years…
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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove markets higher in November but failed to maintain momentum in December. Historically, December has been…
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This year, our founding partner, Diane Compardo has been honored with several prestigious awards.