Team Feed
-
Wesley Sebacher, CFP®, CAIA® Planning for retirement is a crucial financial endeavor, and one of the key factors to consider is the interest rate environment. Interest rates have a significant impact on various aspects of…
-
By Michael Torney, CFP, J.D., LL.M. Most entrepreneurs have a single focus – working to make their business successful until it is generating steady profits. To achieve that goal, they often invest 100 percent of their…
-
By Wesley Sebacher, CFP® Equity compensation comes in many forms, whether it is restricted stock grants, incentive stock options, stock appreciation rights, etc. Incorporated in the compensation are specific terms as to how each form of…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in the fourth quarter, it seemed to defy gravity itself. All year, the rumblings of a…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF MONTHLY OBSERVATIONS Strange, Long Year Ends on High Note The doldrums of August-October were a…
-
As a business owner, is it a good idea to hire a “professional president” to keep various managers focused? Today, we’ll present some potential benefits of a professional company president. Shepherding Success Successful business owners…
-
Jan. 2024 Welcome to this month’s Ask the CFP® segment. Today, we’ll talk about making the shift from saving to spending when you retire. Can you remember your first paid job? Maybe it was…
-
“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II,…
-
“How hard can planning my exit really be? I already made it valuable, so all I need to do is find someone to buy it for what I want, right?” If you’ve ever watched a…
-
Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders,…
-
Tim Side, CFA® – Investment Strategist “From thirty years as a practicing historian, I have come to the conclusion that there is but one, singular, lesson of history. It is this — there are no permanent winners…
-
By Michael Torney, CFP®, J.D., LL.M. Nearly everyone spends decades contributing money to a 401(k), Individual Retirement Account or other retirement plans that defer a portion of their income tax bill. These plans and accounts enable…
-
Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war…
-
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they aren’t ready. This can be even more challenging if, as one business owner…
-
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance in November after Fed comments indicated less potential for future monetary tightening which spurred a…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this is the busiest time of year for that other kind of harvesting – of tax…
-
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
-
By Michael Torney, CFP, J.D., LL.M. For individuals or couples earning a high income this year, it’s important to determine not only how to allocate your earnings to maximize investments, but also to reduce taxes.…
-
By Rick Bettger, MBA – Investment Research Analyst You might have to go all the way back to the 1980s to see a headline like the one that ran in the Wall Street Journal on…
-
Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. It is a reminder that winter – albeit delayed – comes around after all. The…
-
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How much life insurance do I need?” As with many financial questions, the answer is unique to each and…
-
For many business owners, the business is more than a means to make money—it’s a part of their identity and a link to the past. This can make the idea of leaving it, and committing…
-
Work with a Certified Financial Transitionist® when managing your winnings from the lottery. “When I win the lottery…” Most of us have said this at some time or another, followed by a laugh. The odds…