by Daniel Kukla | May 10, 2022 | Sadler Georgen Harmon Team
After an extended period of very low inflation, 2021 welcomed: The broad distribution of the COVID vaccine Additional stimulus A booming economy Supply chain issues A tight job market, and The first signs of above-average inflation The latter issue was...
by Daniel Kukla | Feb 17, 2022 | Sadler Georgen Harmon Team
Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most common is a time restriction, but it could also be based on specific...
by edwardss | Nov 8, 2021 | Sadler Georgen Harmon Team
How can you stay calm when the market is crashing? This is a question that I was asked last March when the markets first declined in their reaction to the global pandemic. Two emotions drive poor investment results if not controlled through a disciplined investment...
by MonetaWebmaster | Jul 26, 2021 | Sadler Georgen Harmon Team
So, my taxes are going up. What action should I take? This fall, many high-income taxpayers ask this very question. During the election, the topic of higher income tax rates circulated throughout the news media. Biden’s tax plan included several potential changes,...
by Amber Wiles | Apr 21, 2021 | Sadler Georgen Harmon Team
As one does in a new year, we reflect on the prior year. What we liked, what we disliked, what we are set out to change to make the next 12 months better. With the book closed on 2020, I think it’s clear what made us all hit the dislike button. The pandemic jolted...
by Daniel Kukla | Mar 27, 2020 | Blair Sheehan Steffens, Breckenridge Team, Carpenter Hehmeyer Team, Compardo, Wienstroer, Conrad & Janes, Curtis Team, Duff Team, Dunajcik Team, Dunston Financial Group, Finerty, Heffernan Team, Johnson Team, Kittner Team, KMB Team, Koeneman Team, O'Meara Ring Winegrad Hunady Team, Sadler Georgen Harmon Team, The Breckenridge Team, Weber Dickens, West Mealey Team
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are talking with you and rebalancing, where necessary,...
