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. – An irrevocable life insurance trust (ILIT) is a trust that is designed to hold a life…
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How to Get Strategic About Tackling Your Medical School Costs Medical school can certainly be viewed as an investment – but it’s a costly one. Statistics show that the average student loan debt for college students is…
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In 2014, our team’s Athlete & Entertainment Service was born with the addition of Jordan Janes CFP®. Jordan quickly advanced in his career with CWCJ and was promoted to Partner in 2018. The practice has…
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Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
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Making the change from receiving a paycheck to creating your own income stream can be stressful. Let’s walk through how we approach this transition.
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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GETTING OUT OF THE MARKET BECAUSE OF TAXES? Are you thinking about bailing out of stocks because you are worried that the capital gains tax structure might change? Before you hit the sell button, think…
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Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. This year, however, the scars of a bruising equity and bond market are still felt.…
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The National Federation of Independent Business was founded in 1943 and is the largest small business association in the U.S. The NFIB collects data from small and independent businesses and publishes their Small Business Economic Trends…
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Mortgage Applications Drop as Mortgage Rates Increase On Wednesday, the Mortgage Bankers Association announced that mortgage applications decreased 13.2% from two weeks earlier (and include adjustments to account for the holidays). The Market Composite Index,…
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Michael Torney, CFP, J.D., LL.M. John D. Rockefeller once said, “I always tried to turn every disaster into an opportunity.” With the stock market down by double digits in 2022, investors have such an opportunity…
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Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel…
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Diane Compardo CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer & Janes at Moneta has been recognized five times this year by Barron’s and Forbes as a top financial advisor in the U.S. 2022…
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Moneta’s Board of Managers unanimously approved Tasha Borglum, Steven Diederich, and Zach Han, to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tasha Borglum, Steven Diederich and Zac Han…
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From left: Heather Hackl (SVE Principal), Melissa Rush (Lane Hipple Director of Client Services), and Maureen Ioannucci (SVE School Counselor) As we do each year, Lane Hipple sought out a giving opportunity that would help…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how should I handle a family member asking for money?” Money is a powerful force. It can empower charities…
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Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets Allocation.”[1] In this writeup, we addressed a litany of questions surrounding Moneta’s investment in emerging…
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Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…
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By Michael Torney, CFP, J.D., LL.M. Many of my clients donate money to their favorite charities. I understand their passion. My wife and I are avid, long-time supporters of The Muny – St. Louis’ outdoor theater…
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Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
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As volatility declined, all 11 S&P 500 sectors advanced for the month Over every single time period, sector performance will be driven largely by factors one would expect, such as the overall state of the…
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Regardless of your business, at some point, in order for the business to successfully continue, the owners must decide who will take over future ownership of the business in the event of the retirement, disability,…
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Make the Most of These December Money Moves Everyone goes into the year with the best of plans, but December money moves can help you take your wealth management strategy to a new level in…
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Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Security As healthcare costs continue to skyrocket, it’s becoming more and more important for American workers to develop a plan for…