financial planning
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Compardo, Wienstroer & Janes – There is a particular kind of exhaustion that comes with inheriting significant wealth. It is not the exhaustion of working too hard. It is something quieter and, for many, more…
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Compardo, Wienstroer & Janes at Moneta – Our mission is simple yet profound: to help you navigate life’s path so you can protect the things you cherish most. For many of our clients, that path includes…
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You worked for decades with a clear objective: build enough wealth that money would never be a source of stress again. And by most measures, you succeeded. The number in your account is larger than…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® High-net-worth families can face unique challenges when it comes to retirement accounts and estate planning. The combination of the Secure Act’s 10-year rule and high tax…
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It’s a question we get from all types of clients, “will I have enough?”. High-net-worth clients have substantial assets, but longevity risk still shows up as a very real concern no matter when you plan…
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At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection of personal values and a desire to create positive change in the world. But what…
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Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the right team, the path can feel a lot clearer. Whether you’re planning to pass along…
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In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based investing—an approach that recognizes the natural world not only as something to preserve, but as…
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Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of your insurance deductible during a qualifying 2025 disaster to your personal residence, you could be…
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Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter is the real story. The Dow Jones Industrial Average topped 50,000 for the first time…
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If you live, invest, or have financial ties across borders, you’ll likely encounter foreign currencies. These currencies can rise or fall in value compared to the U.S. dollar, and those fluctuations can have a real…
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If you’re a U.S. citizen living or investing abroad, it’s important to understand the rules around reporting your foreign assets. One of the most impactful regulations is FATCA—the Foreign Account Tax Compliance Act.
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Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your…
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We are proud to celebrate Cynthia Kirkpatrick, CPA, CFP®, Senior Advisor at Moneta, on being named one of the Missouri Athletic Club’s 2025 Women of Distinction honorees.
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We’re proud to share that Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, has been named to the Barron’s Advisor Hall of Fame—a milestone that reflects not only her individual accomplishments, but…
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Following US strikes on key Iranian nuclear sites, Iran’s parliament has called for the closure of the strait, according to state-run TV. Such a move, however, could not proceed without the approval of Supreme Leader…
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Compardo, Wienstroer & Janes at Moneta – At Moneta, and especially on the Compardo, Wienstroer & Janes team, philanthropy isn’t just a value—it’s a way of life. We’re proud to celebrate one of our own, Alexis…
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From Reuters – “Tesla lost about $150 billion in market value on Thursday after CEO Elon Musk and President Trump traded insults on social media, but those shares recovered in the premarket on reports they…
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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We are thrilled to announce that Aoifinn Devitt MBA, CFP® has joined our growing team! With an impressive career spanning over two decades in the financial industry, Aoifinn brings a wealth of experience and expertise…
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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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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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Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a shift in leadership brings an air of uncertainty that permeates the economy, affecting everything from…