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…
Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…
Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can help mitigate some of the unknowns—or at least better position yourself to…
Peter Racen moves practice from Northwestern Mutual to join Moneta as a Partner on the Gast Freeman Troyer Team ST. LOUIS — September 22, 2022 — Attracted by the firm’s national reputation, fee-only structure, and…
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…
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…
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…
Want to take the guesswork and the stress of timing the market off your plate? History and statistics tell us that timing equity markets is not generally a successful long-term portfolio strategy. At Moneta, we…
Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you will need to address your partner’s financials after their passing. While looking into financial documents…
Kevin Ward, Advisor Private equity’s popularity has soared over the past couple of decades among institutional and qualified-high-net-worth investors—perhaps a response to mutual and exchange-traded funds’ massive rise in the 1980s and 1990s. But popularity…
Kevin Ward, Advisor Real estate markets—particularly metropolitan markets like Chicago—can be challenging to navigate for home buyers (and sellers, for that matter—a topic for another day). Home prices in popular metro markets may only seem…
By Michael Torney, CFP, J.D., LL.M. Medical doctors working in a private practice may one day get the opportunity to become an owner of the business. When this offer is made, a physician needs answers to…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
By Ryan Martin & Lauren Hunt, Senior Advisors What is the right percentage of stocks, bonds, and other investments I should have in my investment portfolio? This is one of the most important questions each…
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation…
Aoifinn Devitt | Chief Investment OfficerChris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears, and a…
Matthew Erker – Advisor Executives face a host of challenges which can differ dramatically depending on their industry, company size, and other variables. But many executives often share at least one challenge: information overload—which can…
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
Kevin Ward, Advisor For many, retirement increasingly represents a meaningful share of our lives—the benefit, partly, of the miracles of modern medicine which have extended our lifespans. But without a daily job to go to,…
By Michael Torney, CFP, J.D., LL.M. As someone approaches retirement, sells a business or inherits money, they need to develop a new skill: staying wealthy. Just as you had a goal to build your wealth, now…
Research shows that the cost of education has risen 3-fold over the last 20 years. Here’s a chart from U.S. News & World Report that illustrates the average tuition growth across universities from…
Kevin Ward, Advisor As life expectancies have extended and as wealth in many developed countries has grown exponentially over the last century-plus, retirement not only has increasingly become a reality for many, but it also…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…