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 | Aug 6, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Investments
Are Special Purpose Acquisition Companies (SPACs) too good to be true, or a leveling of the playing field in early stage investing? Moneta CIO Aoifinn Devitt interviews Peter Early, Head of Business Development at Exos, a next generation fin-tech platform for B2B...
by Anna McDonald | May 5, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Money & Life
By Anna McDonald The path around my grandma’s garden was always bathed in a kettle of midwestern sunlight. The garden sat between rolling hills in a valley filled with bright sun and very few trees. It was here, amongst butterflies, bees, and more pesky...
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 | Jan 11, 2021 | Compardo, Wienstroer, Conrad & Janes, Estate Planning, Family CFO, Family Office, Financial Education, Investments, Money & Life, Tax Planning
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page package are part of...
