Starting in 2018, the Tax Cuts & Jobs Act limited the State and Local Tax (SALT) deduction on individual taxpayers’ Schedule A – Itemized Deductions to a maximum amount of $10,000. Before 2018, individuals could deduct…
By Sean Follis, Moneta Advisor Life insurance can be a critical component of your financial plan. This article will explore how to measure the amount of life insurance you need along with the different types…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much umbrella insurance do I need?” As recap, umbrella liability policies are insurance policies that go above and beyond…
By: Randy Stauder, Portfolio Strategist Tim Burford, Investment Specialist Words such as “bubble” and “peak” are being used to describe today’s residential real estate market. To put it simply: the housing market has been red…
Seasoned financial professional will leverage 34 years of industry experience to help build Moneta’s alternative investment platform ST. LOUIS — Oct. 13, 2021 — With evolving client needs a top priority, Moneta, a 100% partner-owned…
Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby brings almost a decade of experience in public accounting, specializing in a wide array of complex…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I buy cryptocurrency?” It’s safe to say that most people know what Bitcoin is today, even if they don’t…
By Lauren Hunt, Moneta Advisor With year-end quickly approaching, taxpayers still have a few months left to plan ahead with strategies that could provide meaningful tax savings. Increase your 401(k) contributions For the 2021 tax…
High-income and high-net worth individuals should expect a dramatic change in the tax and estate planning landscape.
ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings. The fourth annual Best-in-State Wealth Advisors is one…
By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago around 5:00 AM in the pouring down…
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Moneta CIO Aoifinn Devitt launched her new video series “Moneta Moment” to help keep you updated on the world of investments. In her first episode, Devitt discusses the recent movement in bond yields and what…
Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As we head into the second half of the year, vaccine rates are largely determining…
Chris Kamykowski, CFA | Director of Investment Consulting and Research For Educational Purposes Only. Moneta does not offer investment advice regarding cryptocurrencies and does not bill clients for the education it may provide them on…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I be worried about inflation?” Before we cover this topic, let’s remember that inflation, which is the gradual increase…
How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general…
So, my taxes are going up. What action should I take? This fall, many high-income taxpayers ask this very question. During the election, the topic of higher income tax rates circulated throughout the news media.…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can 529 plans be used for student loans?” Thanks to the SECURE Act of 2019, 529 college savings plan can…
It was an exciting month at Moneta with the official launch of our in-house trust company, Moneta Trust (click here to read the media coverage detailing that announcement). Nonetheless, our team still found time to…
Start spreading the news, Moneta has its own trust company! This move provides our advisors with tools to more efficiently pass clients’ net worth onto the next generation and furthers our commitment to fiduciary practices…