Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the S&P 500 breaking the 5000 level for the first time, surging over 5%. Even non-US…
Consider this scenario: A traveler wakes up in a foreign place with three things—the clothes on their back, a map in a language they can’t interpret, and 10 coins. As they begin walking down what…
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds. Despite the fact that China continues its decline on the global market…
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors…
Planning a trip is exciting, inspiring…and nerve-wracking. As you compare options, piece together the details, make deposits, and purchase tickets, the whirlwind of anticipation can quickly be derailed by “what ifs…” What if one of…
Senior Advisor – Grant Edmunds, CFP® After years of anticipation, the first spot Bitcoin ETFs (Exchange-Traded Funds) have landed in the U.S., marking a landmark moment for the digital asset world. Let’s unpack what this…
By Wesley Sebacher, CFP® Managing healthcare and dependent care expenses can be a significant financial burden for many individuals and families. However, by leveraging the benefits of a Dependent Care Flexible Spending Account (DCFSA) or…
By Michael Torney, CFP, J.D., LL.M. It’s not unusual for corporate executives to have a lot of their wealth tied to the success of their employer. Not only do they earn a paycheck from their employer,…
By Wesley Sebacher, CFP®, CAIA® As a physician, you have invested a significant amount of time and resources into your career. For most physicians, this investment into oneself is accompanied by a considerable amount of…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity markets seem as frequent as Taylor Swift sightings at Kansas City Chiefs’ football games. Multiple…
Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year so far – better economic growth, better trend of inflation, a better outlook for jobs…
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
MoneyGeek recently featured Advisor Kyle Luetters in an article where he provides tips on getting life insurance at 60. Below is an excerpt from the original article, you can read the full piece on MoneyGeek HERE.*…
By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or lose.” Lyndon B. Johnson In this election year we probably also have politics, and stump…
By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels, a new war in Europe, and tightening monetary conditions. Flash forward to 2024…
Wesley Sebacher, CFP®, CAIA® Student loan forgiveness for physicians is a critical topic, especially with the high levels of student debt that medical school graduates often carry. Fortunately, there are various forgiveness and repayment program…
“The best-laid schemes of mice and men gang aft agley.” -Robert Burns What should you do if a plan you made isn’t working? Let’s look at how exit planning can position business owners to successfully…
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued to point to strength in the underlying growth trajectory. That said, markets expectations for rate…
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week saw a little bit of buyers’ remorse – albeit selective. Earnings are on a positive…
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture are better equipped to stand the test of time. It’s no exaggeration to say this is…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high inflation levels,…
By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is coming to you a little later than usual. As we turn the corner into February,…
By Michael Torney, CFP, J.D., LL.M. Executives who have worked for one company during much of their career can accumulate a significant amount of company stock in their 401(k)-retirement plan. Executives in this situation who are…
Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each business owner. Factors such as business structure, family dynamics, anticipated sale timeline, and desired retirement…