Please enjoy as Dave discusses a few recent breakthroughs that give him hope and excitement about the future. Kevin’s “Ask the Professional” answers the question, “What can the Breckenridge Team do for you?” And…
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research David Wickenhauser CFA®, CFP®,MBA | Investment Strategist The first quarter was not the auspicious start to 2022 that…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How can I avoid the Net Investment Income Tax?” For those not familiar with this tax, the Net Investment Income…
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Erin Hadary MBA, CFP®, CAP® | Partner Making the call to exit your business is a big decision and one that shouldn’t be taken lightly. When you’ve built a company from the ground up, it…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What is tax loss harvesting?” Tax loss harvesting, which I’m going to call TLH at the risk of being tongue-tied…
Erin Hadary MBA, CFP®, CAP® | Partner Through philanthropy, families have a significant opportunity to make an impact that will last for generations. And collaborating as a family on your philanthropic goals can help strengthen…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What is a Donor-Advised Fund?” A Donor-Advised Fund is a tool that can be used to help facilitate donations to…
By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove to be a difficult task, even with the most amicable of break-ups. It is critical…
Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St.…
Moneta CEO Eric Kittner was only 39 years old when he stepped up as the firm’s top executive. It marked a seminal moment in Moneta’s history as the founders passed the firm off to the…
Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most…
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets continued to display the stubborn resilience that has characterized much of the post-COVID rally. Volatility…
At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and pride ourselves in selecting top tier talent to support our clients’ evolving needs. In that…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Are housing prices in a bubble?” The housing market has certainly experienced strong growth since 2020 when various stimulus packages…
By Moneta Advisor Lauren Hunt Review your withholdings If you discover that you withheld too much or too little the previous year and you expect your circumstances to be similar for the current year, you…
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How much money do I need to retire?” This brief question could easily turn into a long answer, but let’s…
After growing to become the sixth largest fee-only Registered Investment Advisor in the country, Moneta opened its second-ever expansion office in Kansas City last fall. While large in scope with more than $27 billion AUM…
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses trying to make inroads in the RIA space. The conversation also touched on what the…
Bloomberg interviewed Moneta CIO Aoifinn Devitt about U.S. equities as investors keep an eye on inflation, interest rates and market volatility in the final month of a record year. Devitt noted the propensity of investors…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs have existed since the 1990s, but they’ve become quite popular in recent years. SPAC stands…
By Grant Edmunds, CFP® – Advisor By now, most investors have heard of China’s second-largest real estate firm, Evergrande Group, and the potential default that looms over China’s vital real estate sector. For decades many have brushed…
How can you stay calm when the market is crashing? This is a question that I was asked last March when the markets first declined in their reaction to the global pandemic. Two emotions…