Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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Rowing in the Same Direction: What the World Cup and Norway’s Rowing Trend Teach Us About High-Net-Worth Financial Planning
Compardo, Wienstroer & Janes at Moneta – Max Hood, Advisor, CFP®, ABFP® The world is watching the World Cup with…
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A Matter of Trust: The Questions People Are Afraid To Ask About Wealth Management
Compardo, Wienstroer & Janes – Andy Likes, Director of Communications Every year, for one reason or another, people begin their…
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Monthly Recap – May 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while…
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When Wealth Feels Like a Job You Didn’t Apply For
Compardo, Wienstroer & Janes – There is a particular kind of exhaustion that comes with inheriting significant wealth. It is…
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A Semi-Charmed Earnings Season
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often…
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Beyond Retirement: Building a Legacy That Outlasts You
Compardo, Wienstroer & Janes at Moneta – Andy Likes, Director of Communications For ultra-high-net-worth families, the real question isn’t whether…
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Monthly Recap – April 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March,…
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Macroeconomic and Market Chat with Carlyle’s Jason Thomas
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle,…
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The Financial Limbo of Living Between Two Countries
You’re standing in line at customs, not sure which one to choose. The passport in your right hand says one…
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Navigating Life’s Path: Aligning Wealth, Impact, and Legacy
Compardo, Wienstroer & Janes at Moneta – Our mission is simple yet profound: to help you navigate life’s path so you…
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Preparing the Next Generation Through Governance – Not Just Education
Compardo, Wienstroer & Janes – For decades, families have focused on one core question: how do we teach the next…
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First Quarter Investment Report – 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the year with…
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Why an Increase in Wealth Didn’t Make You Feel Secure
You worked for decades with a clear objective: build enough wealth that money would never be a source of stress…
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Roth IRA Conversions – A Powerful Tool for Legacy Planning
Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® High-net-worth families can face unique challenges when it comes to retirement…
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Monthly Recap – March 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S.…
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Can You Outlive Your Retirement Planning Even as a High-Net-Worth Investor?
It’s a question we get from all types of clients, “will I have enough?”. High-net-worth clients have substantial assets, but…
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Investing with Purpose: Building Your Personalized Impact Framework
At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection…
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It’s all part of the plan: The Next Generation of Estate Planning
Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the…
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Inside the Numbers: Using Trusts as IRA Beneficiaries
Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many HNW families, preserving wealth across generations is about more…
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Monthly Recap – February 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling…
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Nature as Infrastructure: The Rise of Nature-Based Investing
In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based…
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Quick Take: U.S.-Israel Strikes on Iran
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and…
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Missouri Homestead Disaster Tax Credit for 2025 Storm Damage
Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of…
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The SECURE Act and Inherited IRAs: Does Your Family Need to Re-Think Retirement Assets
Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many families, particularly those who have high net worth, retirement…