Team Feed
-
Avoiding these common mistakes can spare your family unnecessary stress Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about…
-
New “transaction verification” smishing campaign targeting clients with Schwab accounts Charles Schwab has identified a new twist on the “smishing” fraud threat which is being used by fraudsters hoping to capitalize on market volatility and…
-
Managing Death Records and Addressing Fraud Concerns SSA’s death master file has been in the news lately, first in connection with DOGE’s “discovery” that there were 120-year-olds in the system who could not possibly still…
-
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
-
Quick Market Update 2025 is shaping up to be a year of action. The question isn’t whether private markets will accelerate—it’s how fast. Investors are shifting from defense to offense, prioritizing quality assets, smart AI…
-
Quarterly Letter “The stock market is a great device for transferring money from the impatient to the patient.” – Warren Buffett As we write this commentary in early April 2025, President Trump has…
-
Episode Transcript Show Notes Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast. Kyle: Welcome to Wit, Wisdom, and What Matters Most. It’s a podcast with…
-
Market volatility, as we’ve had in the beginning of 2025 and into Q2, is often cause for discomfort. While certain segments of domestic markets are still digesting policy changes coming out of the new presidential…
-
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
-
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
-
This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
-
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
-
Throughout Q1, we have been reviewing and sharing ways to support those impacted by the fires in Los Angeles, CA (see below), the nature of which echoed the 2021 Marshall fire here in Colorado. Since then, among…
-
Hello! I’m Travis Freeman, and today I want to introduce you to structured notes. These unique investment options offer both growth potential and protection by combining a bond with a derivative component. However, it’s important…
-
Ever since SSA started offering Social Security accounts in 2012, the information and tools that people can access through their individual accounts have grown, making these accounts a very valuable resource for anyone who hopes to collect…
-
Most employees depend on their employers for health insurance today. It is possible to go into the open market and buy an individual health insurance policy under the Affordable Care Act, but these policies tend to be…
-
By Lynn M. Dunston, CFP®, EA, AEP®, CAP® Introduction Managing wealth effectively is about more than just growing assets—it’s about making strategic decisions that align with your financial goals, lifestyle, and long-term security. At some…
-
Unless you’re the owner of a multi-billion- or trillion-dollar corporation, your business is likely subject to the whims of a changing marketplace. External changes in the market can sometimes force you to deal with problems…
-
By Sarah Bishop, Senior Retirement Plan Advisor – Learn more about our Retirement Plan Consulting Services 401(k) plans can provide substantial tax benefits for both employers and employees. A thorough understanding of these benefits enables both parties…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans are knee deep into the most recent edition of college basketball’s annual March Madness tournament.…
-
Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video. Compardo, Wienstroer & Janes at Moneta – “Bloomberg Open Interest” featured Aoifinn Devitt, a Senior Investment Advisor at Moneta with Compardo, Wienstroer &…
-
Episode Transcript Show Notes Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most, a podcast about the nuances of life. I’m Kyle Luetters, joined by Danton Troyer, and we’re both on the…
-
Having a valuable business could position you to do the things you want in both your personal and professional life, from taking advantage of the perks of owning a successful business now to planning for…
-
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…