Team Feed
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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…
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Episode Transcript Show Notes Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s Gast, Freeman Troyer Racen team. My name is Kyle Luetters, joined alongside Danton Troyer. And…
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Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on…
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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You may have been strolling cobblestone streets past quaint shops and cafes, enjoying the culture of…
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Hello, today I want to discuss annuities and their role in your financial plan. Annuities are contracts with insurance companies that provide a steady income stream, which can be particularly beneficial for retirees. They help…
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Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly…
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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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Navigating the Latest Updates to Retirement Rules for a Smarter 2025 Plan The SECURE Act 2.0 has introduced several significant updates to the rules governing retirement savings, many of which will take effect in 2025.…
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Early Steps to Simplify Filing and Align Your Tax Strategy Tax season just began January 27th, but starting early can help streamline the process and reduce stress when deadlines approach. By organizing your financial information…
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Updated tax rates, contribution limits, deductibles, and premiums for the new year Bookmark these important “cheat sheets” that include just about every piece of key financial data one might need throughout the year. Collectively, these…
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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…