by Kelly Fortado | Sep 8, 2020 | Investments, News Room
Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social unrest collided with unprecedented fiscal and monetary policy support, resulting in bond yields at/near record-low...
by Kelly Fortado | Sep 8, 2020 | Duff Team
All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us, this transition is a great thing. You’ve worked hard and now it’s time to kick back and reap the rewards. If you’re sure that you’re financially...
by Daniel Kukla | Aug 27, 2020 | Johnson Team, News Room
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a vesting schedule. The restriction allows...
by Anna McDonald | Aug 26, 2020 | Compardo, Wienstroer, Conrad & Janes
“I believe the Constitution of the United States gives me every right and privilege to which every other citizen is entitled; for while the Constitution gives the States the right to regulate suffrage, it nowhere gives them power to prevent it.” — ...
by Kelly Fortado | Aug 25, 2020 | Gast Freeman Team
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “I’ve maxed out my 401(k). Now where do I save?” If you have questions for next month’s video, please send them to dtroyer@monetagroup.com. Thank you for watching and...
by Daniel Kukla | Aug 24, 2020 | Cyber-Security, News Room
Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to the coronavirus pandemic or tax relief. Scam artists use the public interest in the pandemic to steal money or...
by Daniel Kukla | Aug 6, 2020 | Coronavirus, Gast Freeman Team, News Room
By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st century would bring personal helicopters for...
by Anna McDonald | Jul 31, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family Office
ST. LOUIS — For the fourth consecutive year, Diane Compardo, CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, was named to Barron’s Top 100 Women Financial Advisors of 2020 list, landing in the top 50 of recipients....
by Kelly Fortado | Jul 31, 2020 | Bill Hornbarger, Investments
We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was the speed and depth of the decline of economic activity in the ‘forced’ recession, the biggest surprise of Q2 was the...
by Kelly Fortado | Jul 27, 2020 | Breckenridge Team
How to Choose a Financial Advisor When I was reading my news feed on my phone the other day, a story popped up with the headline, “How to Choose a Financial Advisor.” This reminded me of my favorite story related to that topic from the book, “The New Financial...
