Insights & News
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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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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,…
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How Some Taxpayers are using Pass-Through Entity Taxes to Avoid the SALT Cap Limit
Starting in 2018, the Tax Cuts & Jobs Act limited the State and Local Tax (SALT) deduction on individual taxpayers’…
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Compardo, Wienstroer, Conrad & Janes Adds Senior Tax Strategist to the Team
Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby…
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Diane Compardo Snags 3 Barron’s Top Advisor Rankings in 2021
Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®, and Founding Partner of Compardo, Wienstroer,…
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Proposed Tax Legislation Establishes Need for Income and Estate Planning
High-income and high-net worth individuals should expect a dramatic change in the tax and estate planning landscape.
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Diane Compardo Again Recognized by Forbes Shook as Highest Ranked Female Advisor in Missouri
ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to…
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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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Affordable Care Act Intact After Supreme Court Rejects Challenge To Obamacare
By Anna McDonald and Benjamin Trujillo, JD, LLM – Senior Advisor On Thursday, the Supreme Court dismissed the third (and…
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The Road to Preserving Multi-Generational Wealth
By Anna McDonald The path around my grandma’s garden was always bathed in a kettle of midwestern sunlight. The garden…
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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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Diane Compardo Named to Barron’s 2020 Top Independent Advisors
St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s…
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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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Barron’s ranks Moneta Partners Brad Koeneman and Diane Compardo among nation’s top advisors
For the third year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…
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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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Diane Compardo Named to Barron’s 2020 Top 100 Women Financial Advisors
Diane Compardo named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients.
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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…