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Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
Mike is a Partner on the Duff Torney team with a planning specialty in taxation and estate planning. His typical clients are business owners, executives, physicians and lawyers.
Mike is consulted to create client tax projections, review client estate plans, create or update business exit plans, advise executives on company stock compensation packages, and implement tax savings strategies. He develops the investment plans for new clients and evaluates investment opportunities for existing clients. Mike is a regular contributor to the team’s blog.
Mike joined Moneta Group after serving as an Associate Wealth Advisor at Buckingham Strategic Wealth, where he earned his Certified Financial Planner™ designation. He previously worked as a law clerk while acquiring his J.D. and LL.M. in Taxation from Washington University School of Law. Mike received his B.A. in Government from Franklin & Marshall College in Lancaster, Pennsylvania.
Outside of Moneta, Mike is actively involved in the community, serving on the Board of Directors for the Muny and the Corporate Council of the Missouri Botanical Garden. He enjoys tinkering with his golf swing, playing squash (poorly), and rooting for the Green Bay Packers. Mike lives in Glendale with his wife, Erin, and their three children.
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February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...