Team Feed
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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”…
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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…
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This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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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 &…
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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…
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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…
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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,…
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Compardo, Wienstroer & Janes at Moneta – For investors in wait-and-see mode after the election of Donald Trump as U.S. President, there certainly has been a lot to see during his first month back in the…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from markets following Donald Trump’s Presidential victory in early November 2024 seems to have ground to…
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Are you over 70½ years old and charitably inclined? Discover the benefits of a Qualified Charitable Distribution (QCD)! A QCD allows you to transfer funds directly from your IRA to a qualified charity, reducing your…
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Why Now Is a Good Time to Check Your Asset Mix Rebalancing Your Portfolio to Align with Your Investment Goals Market fluctuations, economic shifts, and personal financial changes can all impact an investment portfolio over…
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Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in January have led to a considerable amount of uncertainty on the part of our nonprofit community partners. While many of…
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Many business owners support the lifestyles of their families, employees, and others they care about by means of running a successful business. Usually, those business owners don’t anticipate dying or becoming incapacitated before they are…
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Actions Support the Social Security Fairness Act Written by Mark Hinkle, Social Security Press Officer Today, the Social Security Administration announced it is immediately beginning to pay retroactive benefits and will increase monthly benefit payments…
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My female clients tend to climb corporate ladders, save and change lives as physicians, or execute highly successful law practices – but rarely are they business owners. I’ve assisted many clients in marketing and selling…