by edwardss | Oct 7, 2021 | Compardo, Wienstroer, Conrad & Janes
Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby brings almost a decade of experience in public accounting, specializing in a wide array of complex individual, business, and trust...
by edwardss | Sep 30, 2021 | Compardo, Wienstroer, Conrad & Janes
Click the title above to read the CWCJ Newsletter.
by Susan Gerard | Sep 28, 2021 | Compardo, Wienstroer, Conrad & Janes
Barron’s is the latest high-profile news publication to recognize Diane Compardo, CFP®, CPA, PFS, AWMA®, and Founding Partner of Compardo, Wienstroer, Conrad & Janes (CWCJ) at Moneta, as a top financial advisor in the U.S. For the third year in a row, Diane...
by Susan Gerard | Sep 27, 2021 | Compardo, Wienstroer, Conrad & Janes
Our video series “Moneta Moment” is Moneta CIO Aoifinn Devitt’s opportunity to help keep you updated on the world of investments. In her latest episode, Devitt discusses the recent movement in bond yields and what this means for the fixed income...
by Anna McDonald | Sep 23, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Investments, Professional Athletes, Tax Planning
By Mark Conrad CPA, CFP®, Benjamin Trujillo, JD, LLM, Matt Schaller, MBA, CFA, CFP®, Abby Donnellan CPA, and Anna McDonald The House Ways and Means Committee on September 12, 2021, released new details for a potential $3.5 trillion budget reconciliation bill. Since...
by Anna McDonald | Sep 22, 2021 | Awards, Compardo, Wienstroer, Conrad & Janes, Family Office
ST. LOUIS – 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 SHOOK each...
