Team Feed
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound Sharply Heading into Summer Markets rebuffed the adage of “sell in May and go away”,…
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Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift through noisy information, create procedural efficiencies, and enable human workers to improve their productivity. Within…
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By Michael Torney, J.D., CFP®, LL.M., CEPA Many business owners assume their business is more valuable than it actually is. One of the biggest reasons? Key man risk. Key man risk is the concept that a business is…
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By Michael Torney, CFP, J.D., LL.M., CEPA So, you’ve started thinking about exiting the business. It happens to every owner at some point. We spend so much time building the business and running the business. But at some…
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Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular by Nassim Taleb, loosely means something that benefits from chaos and volatility and is made…
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By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand…
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By Wesley Sebacher, CFP®, CAIA® As a physician, you’ve dedicated a significant amount of time and resources toward your education and career. Now, you may be thinking about how to secure your children’s educational future. College…
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Starting a business is inherently risky. Fortunately, even the riskiest businesses have opportunities to reduce their risks and protect their interests with proper and early planning. Let’s look at a fictional but representative story of…
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If you think the 1042 election could be right for you, it is time to evaluate investment details. To successfully complete a 1042 election, the Employee Stock Ownership Plan (ESOP) seller must invest in Qualified…
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Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January 11th to be exact, we received an email from our Fixed Income team following the…
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By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
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Welcome to this month’s Ask the CFP® segment. Today we’ll talk about how we keep your investment portfolio on track over time. This is commonly known as rebalancing. A long-term investment portfolio should be well…
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By Wesley Sebacher, CFP®, CAIA® Charitable giving and philanthropy provide physicians with an opportunity to make a significant impact on their communities and the world at large. As medical professionals, you possess unique skills and resources…
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On April 23, 2024, the Department of Labor (DOL) announced a significant overhaul to the Retirement Security Rule that strengthens fiduciary responsibilities for financial advisors dealing with retirement plans and IRAs. This comprehensive update to…
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Running a business can be one of the most fulfilling things you ever do. You dedicate everything you have to position the company to be successful. With all the effort you pour into your business,…
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We are thrilled to welcome you to our new “Moneta North” office. Our space is on the 10th floor of the Shaw Park Plaza building at the corner of Brentwood Blvd. and Forsyth Blvd., just…
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Markets continue to be noisy this week – as they digest market jitters at the end of last week (when the SPX fell by the most in one week – 1.6%, since October, and lost…
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Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued…
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“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…
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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…
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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…
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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…
