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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When Your Family Vacation Home Turns Into More Than A Home
By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh…
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Why the Stock Market Cares About Interest Rates
By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the…
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Key Details of The Consolidated Appropriations Act, 2021
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated…
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Congress Passes New Coronavirus Relief Package
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to…
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IRS Doubles-Down on Position that PPP Loan Forgiveness May Lead to Higher Taxes
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department…
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The 2020 Elections: 3 Things High Net Worth Families Should be Preparing for Now
By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect…
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The Important Role of Philanthropy in a Pandemic
BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it…
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An Unconventional Strategy for Attacking a Mortgage in Today’s World
By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure…
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100 Years of Women’s Suffrage: Insights from CWCJ at Moneta
“I believe the Constitution of the United States gives me every right and privilege to which every other citizen is…
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Diane Compardo on Financial Advisor Success Podcast
In a recent episode of the Financial Advisor Success podcast, host Michael Kitces was joined by Diane Compardo, managing partner…
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FA Article 6-26-2020
Diane Compardo CFP®, CPA, PFS, AWMA, managing founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been consistently…
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The COVID-19 Pandemic Creates Estate Planning Opportunities
By Benjamin Trujillo, Senior Advisor The COVID-19 pandemic has been a difficult time for everyone. It has also created a…
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Forbes spotlights Moneta Partner Diane Compardo among nation’s Top Women Wealth Advisors
[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list…
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Matt Schaller Named to Small Business Monthly’s Top 100 St. Louisans You Should Know
Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of…
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Compardo, Wienstroer, Conrad & Janes Unveils New Website
We know it’s a difficult time for everyone around the world, yet in these unprecedented times, we are encouraged by…
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Diane Compardo Discusses Saving for College with Fox 2 News
Saving for a child’s college fund is no easy task. Some parents even joke about saving for college before their…