As a successful business owner, the people closest to you likely rely heavily on you. They may also have expectations regarding your wealth. Your plans for how you’ll disperse your wealth, and the expectations others…
By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at present as the NASDAQ outperformed the S&P 500 and the Dow for the fourth week…
Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and capital in general has been used as a lever to effect change, have influence and…
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and Fixed Income Back in January, we wrote about the extraordinary measures being undertaken by the…
To our clients and friends, How and how much parents should help their kids is a concern many of you express to us, especially as it becomes obvious that financial success comes with big parenting…
In this installment of Ask the CFP ®, our question is Why don’t wills avoid probate? We are frequently asked whether a will is subject to going through probate. There is a common misconception…
By Michael Torney, CFP, J.D., LL.M. Key executives at privately-owned or public companies may receive shares of stock in their employer. Sometimes the shares of stock are synthetic stock, otherwise known as “phantom stock”. This kind…
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Qualified Spousal Trusts (QSTs) are a type of estate planning tool in certain states, like Missouri…
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the official coronation of King Charles III took place in the UK. On this side of…
Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
Aoifinn Devitt – Chief Investment Officer We are often told to listen to the bond market as the “truthsayer” when it comes to the actual state of the US economy and its outlook. This refrain is…
The death of a co-owner is a tragedy for many reasons. For many co-owned businesses, co-owners are also close friends. What makes the suffering worse is when the death of a co-owner hurts the business in…
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – A spousal lifetime access trust (SLAT) is a type of irrevocable trust that offers numerous benefits…
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say “20 bucks” in reference to a transaction today? At one point, the “buck” served as…
Last month, the Sward Team celebrated our ten year anniversary. It’s a big milestone, and one that requires gratitude, as well as a sigh of relief. We have certainly had our ups and downs over…
Welcome to Ask the CFP®! In this episode, I’m addressing the question: should I use an Adjustable-Rate Mortgage? Unlike traditional fixed-rate mortgages, adjustable-rate mortgages – commonly referred to as ARMs – have an interest rate…
By Michael Torney, CFP, J.D., LL.M. Successful executives often receive various forms of compensation in addition to their salaries and bonuses. Their employers will often provide stock awards or the opportunity to participate in various long-term…
A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…
Aoifinn Devitt – Chief Investment Officer Just when it seemed like inflation was firmly receding based on last week’s PCE price index data, oil looked poised to deliver a supply side shock – at least…