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The latest
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From our beginnings providing financial planning solutions, we have always been driven to help our clients manage their money in a way that enables them to live the lives to which they aspire, to help…
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Andrew Kelsen Chief Investment Officer Moderator Andrew is a passionate multi-class professional. He has overseen origination, screening, evaluation, negotiation, portfolio construction and monitoring of private equity, hedge fund, real estate, timberland and fixed income investments.…
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Michael Torney, CFP, J.D., LL.M. Moneta Partner Sudden wealth can lead families to feel overwhelmed by the decisions in front of them. What immediate financial actions do I need to take? Should I help family and friends –…
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Michael Torney, CFP, J.D., LL.M. Moneta Partner Sudden wealth can change relationships. Navigating the financial, legal, and tax nuances is easy by comparison. There’s often a clear path forward – or at least a few objectively good…
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Michael Torney, CFP, J.D., LL.M. Moneta Partner Stepping into sudden wealth can be both exciting and overwhelming. It brings so many possibilities along with so many questions to ask and decisions to make. You want to enjoy…
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Another wonderful summer is in the books! As I write this, families are preparing to send their kiddos back to school and retailers are putting their Halloween decorations out even earlier than last year. Q2…
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Episode Transcript Kyle: Welcome to episode number one of Wit, Wisdom, and What Matters Most – a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, I’m an advisor on the…
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By Michael Torney, J.D., CFP®, LL.M., CEPA When people start a company, it’s impossible to predict events that could affect it 10 or 15 years in the future. But after working together many years to build a…
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Michael Torney, CFP, J.D., LL.M. Stock options often make up an attractive component of a senior-level executive’s pay. At most large companies, options are awarded annually as an incentive to help the company meet its long-term…
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About the Podcast Stories that go beyond financial planning to what matters most. We work with clients on a daily basis for financial planning – looking at the numbers to help ensure future financial security.…
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Michael Torney, CFP, J.D., LL.M. I have advised many business owners on the tax implications of various financial planning areas. The area that has the single largest impact on the financial success of an entrepreneur is the…
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The latest
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Services for Those Experiencing Sudden Wealth Our advisors help with the specific planning considerations unique to someone experiencing sudden wealth, in addition to the general financial planning that applies to all clients: Financial Planning Cash…
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Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may qualify for some tax advantages when selling the business. Certain kinds of company stock have an…
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Life brings about change, often when we least expect it. If you’re a woman preparing for or going through a major life transition, I understand the whirlwind of emotions you’re feeling right now. The uncertainty,…