Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much risk should I take with my investments?” Imagine for a moment that you could play a game…
Kevin Ward – Advisor Einstein is often credited—perhaps apocryphally—with identifying compound interest as the world’s eighth wonder. Benjamin Franklin was also famous for his comments on the power of money compounding: “Money makes money. And the…
By Michael Torney, CFP, J.D., LL.M. Medical doctors, especially those starting out, can face unique financial challenges. They’ve often spent years studying for exams and working long hours in residency while watching their former college…
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…
I often hear individuals, both young and old, reference how they don’t need to worry about estate planning or who they’ve selected as beneficiaries because they’ve executed a Will. Let’s set the record straight. A…
By Ryan Martin and Lauren Hunt, Senior Advisors Investors know the drop in stock prices for many companies and funds in 2022 has hurt their portfolios. Even historically stellar investments have tumbled this year. For…
Lauren Hunt, Senior Advisor With year-end quickly approaching, taxpayers still have several weeks left to plan a strategy that could provide meaningful tax savings. Here are five year-end tax planning ideas that may work for…
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not…
James Chalmers – Senior Advisor Some people are planners; others are procrastinators. Some are one-thing-at-a-timers, and some are a combination, depending on the topic. Retirement, though, is an area for which planning is not just…
A slumping stock market, a slowing economy and a Federal Reserve that has signaled further increases in interest rates to combat inflation helps create a cause for retirees to make smart decisions in an effort…
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
Moneta Partner Peter Racen recently celebrated entrepreneurship and recognized the contributions of five outstanding individuals in the St. Louis area. The UMSL Accelerate Entrepreneur of the Year Award was established by Racen and his wife…
Jackson Wegner – Advisor As a starter on my high school basketball team, I was a 6’1” defensive specialist that guarded all five positions. I often matched up against opponents as tall as 6’9”, fighting…
ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG is often grouped under the broader term sustainable investing, which includes impact and values-based investing…
CWCJ – Senior Advisor This could be the perfect time to convert a traditional Individual Retirement Account (IRA) to a Roth IRA. Roth IRAs have often provided significant benefits to investors. Money in these accounts…
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this year, the word on the street from “Main Street” is somewhat incoherent. While some consumer…
Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what should I teach my teenagers about money?” There are a few skills in life that can payoff greatly…
Alimony, also commonly known as spousal support or maintenance, is a court-ordered provision of financial support for an ex-spouse after a divorce, and in some cases, depending on various laws and factors, may be awarded…
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election Day as we go to print, the results still evince some uncertainty. This, together with…
Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate with real estate?” If you’re familiar with probate court, you may know it can take…
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…