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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Why Most UHNW Families Have the Right Trusts and the Wrong Mix
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because…
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The Double-Edged Sword of AI: How to Use It Wisely Without Putting Yourself and Your Financial Future at Risk
Compardo, Wienstroer & Janes at Moneta Artificial intelligence(AI) has quietly become one of the most transformative tools of our time.…
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How The Right Team Improves Client Outcomes
Compardo, Wienstroer & Janes at Moneta Why the Right Financial Team Is Critical Choosing a financial advisor is often framed…
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A New Chapter in Global Wealth Management
Compardo, Wienstroer & Janes | Moneta Your life doesn’t stop at a border. Your financial advice shouldn’t either. Whether you’ve…
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The Hardest Part of Wealth Isn’t Building It
A Guide for Multigenerational Families Compardo, Wienstroer & Janes at Moneta – Matt Herman, Senior Advisor, CPA You spend a…
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Second Quarter Investment Report – 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three…
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Quarterly Newsletter: Q2, 2026
Compardo, Wienstroer & Janes | Moneta Moneta | Compardo, Wienstroer & Janes — Q3 2026 Newsletter MONETA Compardo, Wienstroer &…
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The Pressure Nobody Warns You About After a Liquidity Event
Compardo, Wienstroer & Janes | Moneta The goal was always simple. Build something. Grow it. Protect it. The work had…
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Monthly Recap – June 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for…
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What U.S. Tax Law Actually Means for Foreign Investors
For non-U.S. investors, the American market presents genuine opportunity – deep capital markets, asset class diversity, and a legal framework…
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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…