by edwardss | May 10, 2022 | Family CFO, Financial Education
Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my bond investments losing money?” They were surprised to see the results of their bond portfolio over the last year. I understand why investors are...
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 16, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Money & Life, Professional Athletes
By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago around 5:00 AM in the pouring down rain as we were getting ready to head out for spring break. The night before we were so...
by Anna McDonald | Aug 17, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Money & Life, Professional Athletes
Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of investments. In her first episode, Devitt discusses the recent movement in bond yields and what this means for the fixed income allocation in...
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 | Jul 29, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Investments, Money & Life, Professional Athletes
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining the emergence of countries into the...
