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 edwardss | Feb 23, 2022 | Compardo, Wienstroer, Conrad & Janes, Financial Education, Money & Life
By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove to be a difficult task, even with the most amicable of break-ups. It is critical that each parent considers as many expense...
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 | Jul 23, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Investments, Money & Life, Professional Athletes
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for...
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 | Apr 30, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Financial Education, Professional Athletes, Tax Planning
By Chris Kamykowski, CFA | Moneta Investment Consultant Twelve long months ago, the world faced a truly unique uncertainty while coming to grips with the onslaught of a global pandemic and sharp economic contraction arising from unprecedented worldwide lockdowns....
