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
-
Monthly Recap – April 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March,…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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.…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Emerging Markets Chat with Ashmore’s Gustavo Medeiros
Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for…
-
Wall Street Rally Leads to History: Dow 50,000
Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter…
-
Monthly Recap – January 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the…
-
A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…
-
Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…
-
Monthly Recap – December 2025
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a…