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 | Nov 24, 2020 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Money & Life, Professional Athletes
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department recently provided additional guidance which may result in higher taxes for Payroll Protection Program (PPP) loan recipients. As part of...
by Daniel Kukla | Nov 20, 2020 | News Room
Retirement for many is a long-awaited, much anticipated event; however, researcher and author, Alan Spector, in his webinar for the MonetaU Speaker Series this week, said that many also have anxiety about it. While the word “retirement” may connote an ending, he said...
by Kelly Fortado | Nov 18, 2020 | Gast Freeman Team
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing by helping the causes you care about. Now let’s...
by Daniel Kukla | Nov 12, 2020 | News Room
Advisors, have you ever felt frustrated after giving retirement plan participants all the information and tools they need, only to watch them make decisions that are not in their own best interest? Moneta’s Participant Engagement Consultant, Kelli Grelles, was...
by Daniel Kukla | Nov 11, 2020 | News Room
In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for advancing the wealth management industry through...
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 Anna McDonald | Nov 2, 2020 | Awards, Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office
St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top Independent Advisors. This year marks the second year in a row Diane is ranked among the top 100 Independent Financial...
by Anna McDonald | Nov 2, 2020 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Money & Life, Professional Athletes
BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it has affected people in different ways, the health and economic shocks have proven to be substantial. The virus has reshaped the nature of our lives from how...
by Daniel Kukla | Oct 23, 2020 | Coronavirus, Moneta's POV, News Room
5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’ most pressing questions about the upcoming election and its...
by Anna McDonald | Oct 16, 2020 | Compardo, Wienstroer, Conrad & Janes, Family Office, Financial Education, Money & Life, Professional Athletes
By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life is their home mortgage. As a recent homebuyer, I can attest to the...
