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
-
Building Your Business Value
By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment and gone through the protect…
-
Protecting Your Business Value
By Michael Torney, J.D., CFP®, LL.M., CEPA After a business owner has completed an enterprise value assessment, it’s time for action. One…
-
Handling Friends and Family after Sudden Wealth
By Michael Torney, Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by…
-
First Steps After a Sudden Wealth Event
By Michael Torney, Moneta Partner Stepping into sudden wealth can be both exciting and overwhelming. It brings so many possibilities…
-
Understanding the Financial Value of Your Business
By Michael Torney, J.D., CFP®, LL.M., CEPA Business owners face a unique challenge that most employees or sales contractors do not. Their…
-
The Good and Bad About Sudden Wealth
By Michael Torney, J.D., CFP®, LL.M., CEPA Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. …
-
101 of Buy Sell Agreements
By Michael Torney, J.D., CFP®, LL.M., CEPA When people start a company, it’s impossible to predict events that could affect…
-
Physicians Guide – Optimizing Your 1099 Income
Physicians often seek opportunities to supplement their retirement savings and defer taxes beyond their traditional retirement plans, such as a…
-
Tax Implications for Business Sales
By Michael Torney, CFP, J.D., LL.M. I have advised many business owners on the tax implications of various financial planning areas. The…
-
The Benefits of Owning Qualified Small Business Stock
By Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may…
-
Key Man Risk
By Michael Torney, J.D., CFP®, LL.M., CEPA Many business owners assume their business is more valuable than it actually is. One of…
-
The Four Exit Paths
By Michael Torney, CFP, J.D., LL.M., CEPA So, you’ve started thinking about exiting the business. It happens to every owner at…
-
Physicians Guide – Exploring Education Funding and Savings Strategies
By Wesley Sebacher, CFP®, CAIA® As a physician, you’ve dedicated a significant amount of time and resources toward your education and…
-
Physicians Guide – Defining Philanthropic Goals and Maximizing Charitable Impact
By Wesley Sebacher, CFP®, CAIA® Charitable giving and philanthropy provide physicians with an opportunity to make a significant impact on their…
-
Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when…
-
Physicians Guide – Determining Your Disability Insurance Need
By Wesley Sebacher, CFP®, CAIA® Disability insurance is a critical component of financial planning for physicians. Physicians invest years of their…
-
Do You Have Non-Qualified Stock Options? A Primer on Non-Qualified Stock Options and Leveraging their Benefits to Build Wealth
By Michael Torney, CFP, J.D., LL.M. Stock options often make up an attractive component of a senior-level executive’s pay. At most…
-
Totally Eclipsed
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…
-
Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
-
The Halve of It: Rehashing the Bitcoin Saga
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to…
-
Physicians Guide – Determining Your Life Insurance Need
By Wesley Sebacher, CFP®, CAIA® Life insurance is an essential financial tool for physicians, as it provides a safety net for…
-
Determining the Value of a Business – Understanding Valuation
By Michael Torney, CFP®, J.D., LL.M. Most owners work constantly to build their businesses. They are always seeking to find new…
-
Physicians Guide – Optimizing Your Debt Management
By Wesley Sebacher, CFP®, CAIA® Debt management is a crucial aspect of financial wellness for physicians. You have invested a…
-
Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of…