Kevin Ward, Advisor Retirement is a sprawling topic. The word alone can raise questions, emotions, and concerns—about how exactly your future will look, what life will entail as the day-to-day changes, how the financial situation…
Local Denver 7 News turned to Moneta Partner Lynn Dunston to discuss the topic of retirement planning in a volatile market environment. Here is an excerpt of Dunston’s insight from an article posted on thedenverchannel.com:…
Typically, an inheritance is received after a loved one passes away, and this can be a difficult time for any beneficiary. While you’ve received a generous gift, you’re also grieving the loss of a loved…
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation took a tragic turn overnight, governments are jostling to respond to the most blatant act…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can I borrow from my own portfolio?” People often associate debt with poor financial decisions. We’re usually taught in our…
Kaleb Doyle, CPA, CFP® | Advisor For many investors, the traditional 60/40 stock and bond portfolio just isn’t the right fit anymore. Several equity investors would like to implement a growth alternative that breaks away…
Moneta Advisor Susan Brown won an NCAA Division III women’s basketball national championship in 2001 at Washington University in St. Louis. Citywire RIA interviewed her about how that experience influences her career as a financial…
Deciding when and how to sell a business are two of the most important decisions business owners make. Below is a list of items that are critical to take into consideration in the process. While…
Lucas Kulma – Advisor Following roughly a year of debate about whether it would prove transitory or lasting, inflation looks relatively robust, regardless of how it’s measured—CPI, core CPI, PCE, PPI, etc. Nor is an official measure especially…
By Michael Torney, CFP, J.D., LL.M. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially ready to retire, rising inflation and a slumping stock market may be fueling…
With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
A financial windfall might seem like something out of a movie — but for more and more Americans, it’s becoming a possibility. According to the Wall Street Journal, an estimated $61 trillion in wealth will…
By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite nonprofit organizations. But with nearly everyone taking a closer look at all…
Erin Hadary MBA, CFP®, CAP® | Partner Everyone deserves a financial advisor that listens to their concerns, understands their needs, and makes sound recommendations to help them achieve their financial goals. As a member of…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans affect financial aid?” While many of our clients aren’t focused on financial aid opportunities due…
By Ryan Martin & Lauren Hunt, Senior Advisors The stock market is off to a rocky start in 2022. After rewarding investors with strong growth during the past several years, the Standard & Poor’s 500…
Erin Hadary MBA, CFP®, CAP® | Partner When I work with people who are going through a divorce, many of them wish there were an easy “1, 2, 3 Checklist” they could work through to…
After an extended period of very low inflation, 2021 welcomed: The broad distribution of the COVID vaccine Additional stimulus A booming economy Supply chain issues A tight job market, and The first signs of…
Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high…
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…
Aoifinn Devitt | Chief Investment Officer The war between Russia and Ukraine, historic inflation, rising interest rates and concerns about the economy’s resilience have all contributed to the volatile start in 2022 for equity markets. While…
Erin Hadary MBA, CFP®, CAP® | Partner Real estate can be an excellent investment opportunity for those who want to diversify their portfolio. But capital gains taxes can eat into your proceeds when you sell…