How to Choose a Financial Advisor When I was reading my news feed on my phone the other day, a story popped up with the headline, “How to Choose a Financial Advisor.” This reminded…
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial…
Diane Compardo CFP®, CPA, PFS, AWMA, managing founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been consistently recognized at the national level by Forbes, Financial Times and, Barron’s as well as and…
By Benjamin Trujillo, Senior Advisor The COVID-19 pandemic has been a difficult time for everyone. It has also created a unique atmosphere for estate planning. The unprecedented current economic environment provides a window of opportunity…
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What is the best way to maximize my executive compensation package?” This is certainly complex and often requires individualized answers,…
[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list of the Top Women’s Wealth Advisors, marking her fourth consecutive year on the list. Of…
Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of its 2020 Top 100 St. Louisans You Should Know. Matt Schaller brings more than a…
We know it’s a difficult time for everyone around the world, yet in these unprecedented times, we are encouraged by hope. As we work in new ways with our clients, colleagues, communities and families,…
Saving for a child’s college fund is no easy task. Some parents even joke about saving for college before their children are even born. So how can parents effectively save for college? Fox 2 News…
© 2020 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. This is not…
© 2020 Moneta Group Investment Advisors, LLC. All rights reserved. These materials were prepared for informational purposes only based on materials deemed reliable, but the accuracy of which has not been verified. This is not…
Moneta and the Coronavirus The article I wrote for this newsletter will have to sit on the shelf for another time as the Novel Coronavirus pandemic has upstaged all other topics. Let me give…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
Happy New Year! As I write this article, we are between Thanksgiving and the end of the year, with all the accompanying excitement and frenzy. I have heard from many people that Thanksgiving is their…