Team Feed
-
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity’s outlook remains well-positioned despite…
-
QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov, American Writer The bull kept running in the first quarter despite any number of reasons…
-
By Wesley Sebacher, CFP®, CAIA® Disability insurance is a critical component of financial planning for physicians. Physicians invest years of their lives and significant financial resources in their career, and their ability to earn an income…
-
By Michael Torney, CFP, J.D., LL.M. Stock options often make up an attractive component of a senior-level executive’s pay. At most large companies, options are awarded annually as an incentive to help the company meet its…
-
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar eclipse was an almost spiritual experience for those lucky enough to be in its path,…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market…
-
Senior Tax Strategist – Abby Donnellan, CPA Are you a senior homeowner in St. Louis City, County, or St. Charles County? All three areas offer property tax relief programs for qualifying seniors*. This blog will…
-
Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can face devastating consequences due to a business owner’s death or permanent incapacitation. Fortunately, there is…
-
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and…
-
By Wesley Sebacher, CFP®, CAIA® Life insurance is an essential financial tool for physicians, as it provides a safety net for families in the event of untimely death. Physicians often have unique financial needs and earning…
-
CWJ Team Quarterly Newsletter – Q1 2024
-
Welcome to this month’s Ask the CFP® segment. We’ve been asked to describe our team’s approach to the financial planning process. Our team believes in holistic, goals-based financial planning that puts the client first.…
-
By Michael Torney, CFP®, J.D., LL.M. Most owners work constantly to build their businesses. They are always seeking to find new customers, increase revenues and maximize profits. Yet, many don’t know how much their business is…
-
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly, we may have seen the end of global central bank convergence. Just as the Bank…
-
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week with inflation numbers and a concern that 2024 is already getting too hot to handle.…
-
By Wesley Sebacher, CFP®, CAIA® Debt management is a crucial aspect of financial wellness for physicians. You have invested a significant amount of time and money in your education and training, accompanied by the high…
-
All business owners eventually exit their businesses – by choice, death, or otherwise —no matter how successful, powerful, or high growth they are. And like building a successful business, a successful exit is usually the…
-
Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the S&P 500 breaking the 5000 level for the first time, surging over 5%. Even non-US…
-
Consider this scenario: A traveler wakes up in a foreign place with three things—the clothes on their back, a map in a language they can’t interpret, and 10 coins. As they begin walking down what…
-
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…
-
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors…
-
Planning a trip is exciting, inspiring…and nerve-wracking. As you compare options, piece together the details, make deposits, and purchase tickets, the whirlwind of anticipation can quickly be derailed by “what ifs…” What if one of…
-
Senior Advisor – Grant Edmunds, CFP® After years of anticipation, the first spot Bitcoin ETFs (Exchange-Traded Funds) have landed in the U.S., marking a landmark moment for the digital asset world. Let’s unpack what this…
-
By Wesley Sebacher, CFP® Managing healthcare and dependent care expenses can be a significant financial burden for many individuals and families. However, by leveraging the benefits of a Dependent Care Flexible Spending Account (DCFSA) or…