Team Feed
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Home-Price-Gains Continue to Decline Across the United States On Tuesday, S&P Dow Jones Indices released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for…
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Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were generally mixed in the early part of this week. Data varied from disappointing PMI data…
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Lauren Hunt, Senior Advisor Twitter laid off approximately 3,700 employees in early November as part of Elon Musk’s $44 billion purchase of the company. While no one likes to lose a job, many of the…
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Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the seasons that seemed upside down. Some early upsets in the first round of games, such…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much risk should I take with my investments?” Imagine for a moment that you could play a game…
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Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient has real estate been this year? Chief Investment Officer Aoifinn Devitt looks at how the…
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Kevin Ward – Advisor Einstein is often credited—perhaps apocryphally—with identifying compound interest as the world’s eighth wonder. Benjamin Franklin was also famous for his comments on the power of money compounding: “Money makes money. And the…
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By Michael Torney, CFP, J.D., LL.M. Medical doctors, especially those starting out, can face unique financial challenges. They’ve often spent years studying for exams and working long hours in residency while watching their former college…
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Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…
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I often hear individuals, both young and old, reference how they don’t need to worry about estate planning or who they’ve selected as beneficiaries because they’ve executed a Will. Let’s set the record straight. A…
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By Ryan Martin and Lauren Hunt, Senior Advisors Investors know the drop in stock prices for many companies and funds in 2022 has hurt their portfolios. Even historically stellar investments have tumbled this year. For…
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Lauren Hunt, Senior Advisor With year-end quickly approaching, taxpayers still have several weeks left to plan a strategy that could provide meaningful tax savings. Here are five year-end tax planning ideas that may work for…
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Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not…
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James Chalmers – Senior Advisor Some people are planners; others are procrastinators. Some are one-thing-at-a-timers, and some are a combination, depending on the topic. Retirement, though, is an area for which planning is not just…
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A slumping stock market, a slowing economy and a Federal Reserve that has signaled further increases in interest rates to combat inflation helps create a cause for retirees to make smart decisions in an effort…
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The Internal Revenue Service (IRS) announced significant increases to retirement plan limits for tax year 2023. These highly anticipated cost-of-living adjustments, which were published on Friday, October 21, 2022 are a small silver lining to…
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The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Employee stock options can be a valuable way to take advantage of your company’s growth and enhance your financial security. However, it’s important to understand the fine print. Each opportunity comes with its own set…
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Studying the history of stock market returns relative to midterm elections will give you a sense of how impactful they are to your own portfolio’s potential gain or loss. This article was written by Dimensional…
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Quarterly Letter “Confidence is contagious. So is lack of confidence.”– Vince Lombardi The third quarter of 2022, which started promisingly, ended in ugly fashion with nearly all global stock indices at their lows for the…
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Moneta Partner Peter Racen recently celebrated entrepreneurship and recognized the contributions of five outstanding individuals in the St. Louis area. The UMSL Accelerate Entrepreneur of the Year Award was established by Racen and his wife…
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Jackson Wegner – Advisor As a starter on my high school basketball team, I was a 6’1” defensive specialist that guarded all five positions. I often matched up against opponents as tall as 6’9”, fighting…
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ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG is often grouped under the broader term sustainable investing, which includes impact and values-based investing…
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CWCJ – Senior Advisor This could be the perfect time to convert a traditional Individual Retirement Account (IRA) to a Roth IRA. Roth IRAs have often provided significant benefits to investors. Money in these accounts…