Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “When will Social Security run out?” According to the Social Security Board of Trustees, as of April of 2020, the…
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll…
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021. The bulk of the provisions within this $2.3 Trillion, 5,000 plus page…
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also…
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several…
By Lauren Hunt, Moneta Advisor If you have a 401(k) plan, you are familiar with the benefits afforded by these popular retirement accounts. They are a great way to set aside earnings into investments that…
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to the terms for additional economic stimulus after months of haggling. Congress reached an accord on…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are the most common estate planning mistakes?” Over my career I’ve witnessed many estate planning mistakes and most of…
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department recently provided additional guidance which may result in higher taxes for Payroll Protection Program (PPP)…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing…
By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to…
BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it has affected people in different ways, the health and economic shocks have proven to be…
By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are negative interest rates?” This is a great question and I’ll keep this as high level as I can…
Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas City. Ranked as the largest fee-only Registered Investment Advisor (RIA) based…
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What are the pros and cons of rental property?”
“I believe the Constitution of the United States gives me every right and privilege to which every other citizen is entitled; for while the Constitution gives the States the right to regulate suffrage, it nowhere…
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “I’ve maxed out my 401(k). Now where do I save?” If you have questions for next month’s video, please send…
In a recent episode of the Financial Advisor Success podcast, host Michael Kitces was joined by Diane Compardo, managing partner and leader of the Compardo, Wienstroer, Conrad & Janes Team at Moneta, to discuss how…