Team Feed
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As we digest the moment that a nation has been waiting for – there is one feeling that is universal – certainty. After many cycles of disputed elections, a decisive result brings closure, and US…
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By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment and gone through the protect stage, it’s time to evaluate whether to build the business. Two ways an owner can…
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November 2024 Welcome to this month’s Ask the CFP® segment. As a financial advisor, clients often express concern about helping manage their aging parents’ or relative’s finances. We have put together some tips to help…
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While not the most common form of company ownership, Employee Stock Ownership Plan (ESOP)s have found a niche. According to the National Center for Employee Ownership, as of 2021, there were approximately 6,533 ESOPs in…
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By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment, it’s time for action. One of the first steps to increasing value is to protect what you have already built…
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Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
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By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by comparison. There’s often a clear path forward – or at least a few objectively good…
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The article aims to answer the question “Is Cash Back Taxable?” Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.* Are cash‐backs received from purchases considered taxable income? …
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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Episode Transcript Kyle: Welcome to episode number one of Wit, Wisdom, and What Matters Most – a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, I’m an advisor on the…
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Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among…
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Compardo, Wienstroer & Janes at Moneta
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By Michael Torney, Moneta Partner Stepping into sudden wealth can be both exciting and overwhelming. It brings so many possibilities along with so many questions to ask and decisions to make. You want to enjoy…
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Welcome to this month’s Ask the CFP® segment. Today, we’re diving into the world of credit scores. Ever wondered how those three little digits wield so much power over our financial lives? It’s more than…
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by: Stephanie Rogers, CFA, CFP® – Senior Advisor Congratulations – you’ve reached retirement or you can finally see the light at the end of the tunnel. Your hard work has paid off and you are…
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History Supports Staying the Course with Your Financial Strategy The Johnson Team How much of an impact do presidential election years have on financial markets? Investors, looking to best position their portfolios, grapple with this…
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Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When done thoughtfully, it can amplify the positive impact a family has on society and future…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners face a unique challenge that most employees or sales contractors do not. Their lifestyle is funded by their business yet most of their net worth is tied up…
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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. What immediate financial actions do I need to take? Should I help family and friends…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
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Even beginning to think about an estate plan can seem overwhelming. Before you start stressing out over who gets Grandma June’s antique vase, take a step back and think about who you want to be…
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Welcome to this month’s Ask the CFP®! Today we are going to be discussing Electric Vehicle Tax Credits. Electric vehicles are revolutionizing the way we drive and helping to reduce our carbon footprint. An EV…