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 | 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...
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 | Jun 18, 2021 | Compardo, Wienstroer, Conrad & Janes, Family CFO, Family Office, Professional Athletes
By Anna McDonald and Benjamin Trujillo, JD, LLM – Senior Advisor On Thursday, the Supreme Court dismissed the third (and likely final) challenge to invalidate the Affordable Care Act, known as Obamacare. Plaintiffs in the case alleged that without a monetary penalty...
