Team Feed
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The cost of higher education continues to rise, making it important for families to explore savings options that can help them manage future expenses. One widely used approach is the 529 plan, a tax-advantaged savings…
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Tips and Strategies for Managing Education Costs and Back-to-School Expenses Back-to-school season often brings excitement, new opportunities, and financial decisions. Whether preparing for elementary school, high school, or college, planning for education-related expenses can help…
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As retirement planning grows increasingly complex, more individuals are turning to professional guidance to navigate the journey. Relying on advisor-managed retirement plans can offer a range of advantages that go far beyond picking the right…
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We’re proud to share that Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, has been named to the Barron’s Advisor Hall of Fame—a milestone that reflects not only her individual accomplishments, but…
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If you’re a U.S. citizen living or investing abroad, it’s important to understand the rules around reporting your foreign assets. One of the most impactful regulations is FATCA—the Foreign Account Tax Compliance Act.
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Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your…
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If you live, invest, or have financial ties across borders, you’ll likely encounter foreign currencies. These currencies can rise or fall in value compared to the U.S. dollar, and those fluctuations can have a real…
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Congratulations on your engagement! Whether it’s for the first time or more times, planning a wedding (and life together) is incredibly exciting. However, between the dress fittings and cake tastings, a question lingers in the…
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Check out what the team has been up to in Quarter Two of 2025!
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Quarterly Letter “Anyone who lives within their means suffers from a lack of imagination.” – Oscar Wilde As we prepare this investment update, Congress is putting the finishing touches on the Big, Beautiful…
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Welcome to summer! Wherever you may be, we hope that you’ve enjoyed some beautiful weather and a fantastic Fourth of July holiday. We’d love to hear about your summer adventures with family and friends, even…
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Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
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Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer. Danton,…
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June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic strength reduced earlier recession fears and further improvement within various trade negotiations helped risk assets.…
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Welcome to this month’s Ask the CFP®; we’re delving into a vital aspect of global economics—tariffs. At its core, a tariff is a tax levied by a government on imported goods and services. This fiscal…
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At Moneta, independence isn’t just a structural choice—it’s a core value that defines how we serve our clients. As a 100% partner-owned, fee-only Registered Investment Advisor (RIA), we are uniquely positioned to provide objective, client-first…
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Please note that July 4 is Independence Day, and our offices will be closed on this day. Additionally, our offices will be closing early at 12:00 PM local time on Thursday, July 3, and response times may be delayed. …
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By: Elaine Floyd, CFP® Customized Strategies for Your Financial Security Nearly everyone agrees on the importance of planning for health care expenses in retirement. However, this task can feel overwhelming due to the many unknowns:…
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Following US strikes on key Iranian nuclear sites, Iran’s parliament has called for the closure of the strait, according to state-run TV. Such a move, however, could not proceed without the approval of Supreme Leader…
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Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear facilities. While this most recent escalation has yet to escalate into a significant market moving…
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Susan Brown was named a St. Louis Business Journal’s 2025 Most Influential Business Women honoree! Susan is an accomplished leader whose strategic vision and client-first mindset have elevated the Family Office space in St. Louis and…
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Episode Transcript Kyle: The views expressed in this podcast are solely those of the hosts/guests and do not necessarily reflect the official policy or position of Moneta. Kyle: Welcome to another episode of Wit, Wisdom,…
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Compardo, Wienstroer & Janes at Moneta – At Moneta, and especially on the Compardo, Wienstroer & Janes team, philanthropy isn’t just a value—it’s a way of life. We’re proud to celebrate one of our own, Alexis…
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May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions, notably a de-escalation in tensions between the US and Europe, sent most major indices higher.…