Team Feed
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We are proud to celebrate Cynthia Kirkpatrick, CPA, CFP®, Senior Advisor at Moneta, on being named one of the Missouri Athletic Club’s 2025 Women of Distinction honorees.
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ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest independent, partner-owned Registered Investment Advisor (RIA) firms, announced today that Lane Hipple Wealth Management Group (“Lane…
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Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms. This ‘size effect’ has been in existence for at least forty years and is evidence…
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August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks. The Russell 2000 (+7.1%) led the way, while the S&P 500 (+2.0%) and Nasdaq Composite…
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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
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July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…
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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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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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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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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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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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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.…
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From Reuters – “Tesla lost about $150 billion in market value on Thursday after CEO Elon Musk and President Trump traded insults on social media, but those shares recovered in the premarket on reports they…
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By: Elaine Floyd, CFP® Back in the day, when full retirement age for Social Security was 65 and most people retired and claimed benefits then, Medicare basically took care of itself. Enrollment was automatic along…
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By: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA The Ghost Rule and other important factors for non-person IRA beneficiaries. When advising beneficiaries of distribution options for their inherited IRAs and employer plans (retirement accounts),…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight championship fight between Joe Frazier and George Foreman are an apt – if not overly…
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Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…