Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF MONTHLY OBSERVATIONS Strange, Long Year Ends on High Note The doldrums of August-October were a…
As a business owner, is it a good idea to hire a “professional president” to keep various managers focused? Today, we’ll present some potential benefits of a professional company president. Shepherding Success Successful business owners…
Jan. 2024 Welcome to this month’s Ask the CFP® segment. Today, we’ll talk about making the shift from saving to spending when you retire. Can you remember your first paid job? Maybe it was…
“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II,…
“How hard can planning my exit really be? I already made it valuable, so all I need to do is find someone to buy it for what I want, right?” If you’ve ever watched a…
Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders,…
Tim Side, CFA® – Investment Strategist “From thirty years as a practicing historian, I have come to the conclusion that there is but one, singular, lesson of history. It is this — there are no permanent winners…
By Michael Torney, CFP®, J.D., LL.M. Nearly everyone spends decades contributing money to a 401(k), Individual Retirement Account or other retirement plans that defer a portion of their income tax bill. These plans and accounts enable…
Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war…
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they aren’t ready. This can be even more challenging if, as one business owner…
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance in November after Fed comments indicated less potential for future monetary tightening which spurred a…
By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this is the busiest time of year for that other kind of harvesting – of tax…
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
By Michael Torney, CFP, J.D., LL.M. For individuals or couples earning a high income this year, it’s important to determine not only how to allocate your earnings to maximize investments, but also to reduce taxes.…
By Rick Bettger, MBA – Investment Research Analyst You might have to go all the way back to the 1980s to see a headline like the one that ran in the Wall Street Journal on…
Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. It is a reminder that winter – albeit delayed – comes around after all. The…
Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “How much life insurance do I need?” As with many financial questions, the answer is unique to each and…
For many business owners, the business is more than a means to make money—it’s a part of their identity and a link to the past. This can make the idea of leaving it, and committing…
Work with a Certified Financial Transitionist® when managing your winnings from the lottery. “When I win the lottery…” Most of us have said this at some time or another, followed by a laugh. The odds…
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Manager of Marketing & Business Intelligence – Megan Merriss Gift-giving has been an enduring aspect of human culture for centuries. Whether it’s a…
By Mike Vredenburgh CFP®, AIF®, ChFC® – Senior Advisor This is the second and final part of my blog series (Part One HERE) focusing on charitable giving. Specifically, completing charitable gifts using tax-efficient strategies such…
By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
By Michael Torney, CFP, J.D., LL.M. Business owners considering selling their companies usually have a few options – such as selling to a local competitor, family member(s), a large chain, or a private equity firm. But…