Team Feed
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Choosing a successor to run your business is one of the most challenging decisions that you’ll make as a business owner. It can be especially challenging if the successor you choose isn’t the one everyone…
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by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day for the world of artificial intelligence (AI). In one fell swoop, a whole industry operating…
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Hi there! I’m Kyle Luetters, with this month’s Ask the CFP®. As we approach 2026, some big tax changes are on the horizon. The Tax Cuts and Jobs Act is set to expire at the…
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Quarterly Letter The year 2024 had something for everyone – a beautiful Paris Olympics, Taylor Swift-mania, an unprecedented U.S. Presidential election, and, most importantly to our clients, strong stock market returns. The S&P 500 Index…
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If you are a business owner considering your exit plan, you have probably considered selling to a small group of insiders (key employees and/or family members), financial buyers (private equity), or strategic buyers (competitors). Before…
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Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. The…
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The key to business growth often lies in the installation of value drivers. Value drivers are elements that can help you make your business attractive to potential buyers as you approach your inevitable business exit…
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by Jackson Wegner, CFP® – Advisor The earlier in life that one creates and implements good habits, the more likely the habits are to last a lifetime. Just as a healthy diet, a strong work…
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The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events, including snowstorms in in the South and Midwest, wildfires in LA, Bird Flu on the…
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A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for closely held businesses. We’ll look at what the ruling says, how it could affect you, and steps…
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By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services When discussing goals and objectives for the company retirement plan with clients, one of the most common priorities is boosting employee participation.…
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Episode Transcript Show Notes featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined alongside Danton Troyer. Very excited…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners are not usually focused on selling their company. They are focused on running the business. This makes sense – why worry about selling the company when that’s years…
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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove markets higher in November but failed to maintain momentum in December. Historically, December has been…
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This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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Writing things down is an important part of achieving your goals, both while you’re running your business and after you leave. However, many business owners feel overwhelmed by the idea of writing down their post-exit…
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Please note that Moneta offices will close at 12:00 pm CST on Tuesday, December 24 and remain closed through December 25. Our offices will close early again at 3:00 pm CST on Tuesday, December 31 through…
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Many business owners have a fuzzy idea of what life looks like after they’re done working. But fewer business owners have a plan for how they’ll reach that life they want. Running a successful business…
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Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm. His path to and through Moneta demonstrates how the firm both attracts and develops talent. Matt, who was previously…
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Every few years an owner faces a key decision. Do I want to harvest the value of my business or continue to build? For those considering a transition, there are…
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Episode Transcript Kyle: And welcome to another episode of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined by Danton Troyer. And…
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Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President Donald Trump, eliminating any concern over protracted fighting over election results. In addition, Republicans gained…
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By Michael Torney, J.D., CFP®, LL.M., CEPA What got you here won’t get you there. No, not the famous book by Marshall Goldsmith. The idea is the tactics and strategy you used to build your business to…