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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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,…
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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…