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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A Pause For Breath
By Aoifinn Devitt, CFP® – Chief Investment Officer While the US Fed paused for breath in this week’s rate decision, markets were…
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Augmented Reality Amid the Sense of Calm
By Aoifinn Devitt CFP® – Chief Investment Officer Now that the debt ceiling storm has passed and pundits have moved…
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Economic Indicators: Consumer Spending
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Advisor – Matt Schaller MBA, CFA, CFP® Economic…
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The Apple of the Market’s Eye
By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at…
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The X Factor: Congress Faces Tight Timeline for Debt Ceiling Resolution
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and…
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Estate Planning Insider: What is a Qualified Spousal Trust?
[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. – Qualified…
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Diane Compardo and Mark Conrad Named to Best-In-State Wealth Advisors List by Forbes
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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Exam Season
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the…
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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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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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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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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®,…