by Anna McDonald | Mar 16, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large part, the sudden rise in the 10-year yield. Days that see an easing...
by Anna McDonald | Mar 16, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Financial Education, Money & Life, Professional Athletes
The American Rescue Plan Act of 2021 brings a third round of economic stimulus checks, along with $1.9 trillion in COVID relief to the economy. President Joe Biden signed the American Rescue Plan Act of 2021 into law on Thursday, March 11. It’s a massive piece...
by Anna McDonald | Jan 11, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Tax Planning
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page package are part of...
by Anna McDonald | Nov 3, 2020 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes, Tax Planning
By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to the Coronavirus pandemic, the election cycle included. Financial...
by Kelly Fortado | Sep 24, 2020 | Compardo, Wienstroer, Conrad & Janes, CWCJ Sticky, Estate Planning, Family CFO, Family Office, Moneta's POV, Tax Planning
By Benjamin Trujillo, Senior Advisor As we approach the 2020 national elections, we must prepare for the possibility of significant changes to national tax policy. Depending on which political party assumes control of the legislative and executive branches of our...
by Anna McDonald | Jun 22, 2020 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family Office, Professional Athletes, Tax Planning
By Benjamin Trujillo, Senior Advisor The COVID-19 pandemic has been a difficult time for everyone. It has also created a unique atmosphere for estate planning. The unprecedented current economic environment provides a window of opportunity to leverage undervalued...
