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A Wealth of Information DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM. FAQs Did You Know? Effective Jan. 1, 2026, 401(k) and 403(b) contributors over the age of 50 who earn in excess of $150,000 in…
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The latest
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Fiduciary Responsibility: RIAs offer the highest accountability to clients There are two common approaches to the investment advisory business: Independent Broker-Dealers (IBD) and Registered Independent Advisories. In many cases, they can offer similar services, and assume…
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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…