kstable@monetagroup.com
Ken Stable
Estate Planning Intern
Insights & News
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Ask the CFP®: When and How Do You Rebalance My Investment Portfolio?
Welcome to this month’s Ask the CFP® segment. Today we’ll talk about how we keep your investment portfolio on track…
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Physicians Guide – Defining Philanthropic Goals and Maximizing Charitable Impact
By Wesley Sebacher, CFP®, CAIA® Charitable giving and philanthropy provide physicians with an opportunity to make a significant impact on their…
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New Retirement Security Rule Reinforces Fiduciary Standards for Investment Advisors
On April 23, 2024, the Department of Labor (DOL) announced a significant overhaul to the Retirement Security Rule that strengthens…