News & Insights
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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Investment Quarterly Report – Q1 2023 – Cycles, Tremors, And An Impending Credit Crunch?
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of…
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Estate Planning Insider: Benefits and Pitfalls of Spousal Lifetime Access Trusts
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – A…
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Does the “Buck” Stop Here? Current Concerns with U.S. Dollar Dominance
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say…
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Moneta Hosts Charles Schwab’s Chief Risk Officer to Discuss Recent Banking Concerns
The saying goes that there are two things certain in life: death and taxes. This past month reminds us that…
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Estate Planning Insider: Updated Rules for IRAs and Their Effect on Estate Planning
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Individual…
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Decorated Decade: Moneta Named Top Workplace for 10th Consecutive Year
Moneta ranked in the top 25% across all similarly sized companies in six of 12 key culture categories evaluated in…
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Silicon Valley Bank – A Not So Broken Record
Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest…
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Estate Planning Insider: Is Premium Financing Still A Good Planning Technique as Interest Rates Skyrocket?
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Premium…
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The Other Side of the “Pause”: Market Returns When the Fed Stops Hiking
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long…
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Not Out of the Woods Yet
Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although…
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Estate Planning Insider: What Impact Do Rising Interest Rates Have on Estate Planning?
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Estate…
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Estate Planning Insider: Is it Time for Irrevocable Life Insurance Trusts to Make a Comeback?
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – An…
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CWCJ Announces Two Promotions Within Their Athlete & Entertainment Services
In 2014, our team’s Athlete & Entertainment Service was born with the addition of Jordan Janes CFP®. Jordan quickly advanced…
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Diane Compardo Recognized as a Top Advisor 5 Times in 2022
Diane Compardo CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer & Janes at Moneta has been recognized five times…
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Why It May Make Sense to Convert Traditional IRAs to Roth IRAs Sooner Than Later
CWCJ – Senior Advisor This could be the perfect time to convert a traditional Individual Retirement Account (IRA) to a…
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Inflation and Interest Rates Reach New Records
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter…
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Looking to Complement Your Stock and Bond Portfolio? Consider Private Equity and Other Alternatives
Kaleb Doyle, CPA, CFP® | Advisor For many investors, the traditional 60/40 stock and bond portfolio just isn’t the right…
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Investment Team Update – Nowhere to Hide
Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this…
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Bonds Had a Tough Quarter. Here Are Some Steps to Help Them Get Back on Track
Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my…
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Investment Report: Headwinds and Crosscurrents
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research David Wickenhauser CFA®,…
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The Complexities of Co-Parenting: Navigating the Division of Expenses After A Separation or Divorce
By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove…
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Compardo, Wienstroer, Conrad & Janes Adds Family Office Strategist
At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and…
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$27 Billion Wealth Management Firm, Moneta, Celebrates 1 Year In Kansas City
After growing to become the sixth largest fee-only Registered Investment Advisor in the country, Moneta opened its second-ever expansion office…
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Will China’s Evergrande Predicament Affect My Portfolio?
By Grant Edmunds, CFP® – Advisor By now, most investors have heard of China’s second-largest real estate firm, Evergrande Group,…