Team Feed
-
Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
-
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
-
By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by comparison. There’s often a clear path forward – or at least a few objectively good…
-
The article aims to answer the question “Is Cash Back Taxable?” Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.* Are cash‐backs received from purchases considered taxable income? …
-
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
-
Episode Transcript Kyle: Welcome to episode number one of Wit, Wisdom, and What Matters Most – a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, I’m an advisor on the…
-
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among…
-
Compardo, Wienstroer & Janes at Moneta
-
By Michael Torney, Moneta Partner Stepping into sudden wealth can be both exciting and overwhelming. It brings so many possibilities along with so many questions to ask and decisions to make. You want to enjoy…
-
Welcome to this month’s Ask the CFP® segment. Today, we’re diving into the world of credit scores. Ever wondered how those three little digits wield so much power over our financial lives? It’s more than…
-
by: Stephanie Rogers, CFA, CFP® – Senior Advisor Congratulations – you’ve reached retirement or you can finally see the light at the end of the tunnel. Your hard work has paid off and you are…
-
History Supports Staying the Course with Your Financial Strategy The Johnson Team How much of an impact do presidential election years have on financial markets? Investors, looking to best position their portfolios, grapple with this…
-
Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When done thoughtfully, it can amplify the positive impact a family has on society and future…
-
By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners face a unique challenge that most employees or sales contractors do not. Their lifestyle is funded by their business yet most of their net worth is tied up…
-
“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
-
By Michael Torney, J.D., CFP®, LL.M., CEPA Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. What immediate financial actions do I need to take? Should I help family and friends…
-
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
-
Even beginning to think about an estate plan can seem overwhelming. Before you start stressing out over who gets Grandma June’s antique vase, take a step back and think about who you want to be…
-
Welcome to this month’s Ask the CFP®! Today we are going to be discussing Electric Vehicle Tax Credits. Electric vehicles are revolutionizing the way we drive and helping to reduce our carbon footprint. An EV…
-
Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a shift in leadership brings an air of uncertainty that permeates the economy, affecting everything from…
-
Planning for a successful future often takes years. And even the most forward-thinking plans often encounter unexpected obstacles that can add more time to achieving your goals—perhaps more time than you’re comfortable with. How can…
-
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start August. Weaker than expected payroll readings, a slowing manufacturing sector, and AI/technology earnings concerns prompted…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson…
-
Private air travel has long been a symbol of luxury and convenience, offering an unparalleled travel experience. Understanding the various options is essential whether you’re a high-net-worth individual or someone looking to explore the benefits…