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 Daniel Kukla | Apr 7, 2021 | News Room
Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row, the National Association of Plan Advisors (NAPA) recognized Moneta on its list of the nation’s Top DC Advisors. Moneta debuted on NAPA’s list of...
by Daniel Kukla | Mar 24, 2021 | News Room
As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was named among the “Top Workplaces USA” award winners for 2021. Moneta also won a 2021 Top Workplaces Industry Award for...
by Kelly Fortado | Mar 22, 2021 | Gast Freeman Team
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I check a financial advisor’s background?” You may be surprised to learn that it’s fairly easy to look up information on financial advisors because of regulations that...
by Anna McDonald | Mar 18, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Professional Athletes, Tax Planning
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service (IRS) announced the official deadline...
by Daniel Kukla | Mar 18, 2021 | News Room
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest, regardless of the amount owed. The Treasury Department and Internal Revenue Service (IRS) announced the official deadline...
by Anna McDonald | Mar 16, 2021 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office
ST. LOUIS – Feb. 26, 2021 For the third year in a row Mark Conrad, CPA, CFP®, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one of the most popular advisor lists by SHOOK each...
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 | Mar 16, 2021 | Awards, Compardo, Wienstroer, Conrad & Janes, Family Office
ST. LOUIS – Feb. 26, 2021 – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one of the most popular advisor lists by...
by Daniel Kukla | Mar 15, 2021 | News Room
As Americans have continued to get through the pandemic, 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. Checks are expected to start coming within days of Biden signing the...
