by Anna McDonald | Jul 29, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Investments, Money & Life, Professional Athletes
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of countries into the...
by Anna McDonald | Jul 23, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for...
by Anna McDonald | Jun 29, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Money & Life, Professional Athletes
By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago around 5:00 AM in the pouring down rain as we were getting ready to head out for spring break. The night before we were so...
by Anna McDonald | May 5, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Money & Life
By Anna McDonald The path around my grandma’s garden was always bathed in a kettle of midwestern sunlight. The garden sat between rolling hills in a valley filled with bright sun and very few trees. It was here, amongst butterflies, bees, and more pesky...
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...
