Borglum Team

In this new piece, our investment team examines the dynamics of U.S.’s debt and deficits and provide some insights on the potential investment implications.

Spending & Borrowing to Austerity: The US Fiscal Policy Challenge Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson and James Madison in 1790, which allowed for the US Treasury t...

We would like to recognize CSM Ben Franz in this team member spotlight. Ben has been on the team for a little over a year now. His positive approach to new processes and projects is truly unmatched. Ben has also developed great relationships with clients and colleagues. Thanks for all you do, Ben!

Please join us in welcoming Advisor Conner Harrison to Moneta! We’re excited to have Conner as the newest addition to the Borglum Team!

Congratulations to Client Service Manager Laura Simon on her three-year anniversary with Moneta! Thanks for being such a great teammate and we look forward to your future here! Cheers!

This week's investment recap highlights a cycle-shattering event: the attempted assassination of former President Trump, the Republican convention, and strong market momentum.

Click the link below to read more.

Fresh Faces, Short Cycles Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase the poet W B Yeats. Using that quip seemed too easy, however. In my many years of writing investment blogs I have used it a few times – during COVID, after a s...

We would like to recognize CSM Laura Simon in this team member spotlight. Laura has been on the team for three years. It has been an honor to watch her grow in her role and develop client relationships. Laura has also taken on opportunities to be a subject matter expert in certain systems and processes we use at the team level. Thanks for all your hard work, Laura. We’re so lucky to have you!

Congratulations to Client Service Manager Ben Franz on his one-year anniversary with Moneta! Thanks for being such a great teammate and we look forward to your future here! Cheers!!

There are typically four roles that individuals give to others in their estate planning documents: Personal Representative, Healthcare Power of Attorney, Financial Power of Attorney and Trustee.

While the specific responsibilities of each of these roles are different, they all carry great responsibility.

This recent article from our Estate Planning team provides a comprehensive overview of the responsibilities of a Personal Representative, a role named in an individual's Last Will and Testament.

Whether you are named as a Personal Representative in someone's estate plan or simply interested in broadening your understanding of this role, we invite you to click the link below to delve deeper.

The Personal Representative Role Basic Responsibilities By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand the role before accepting the responsibility. One of the worst calls you can....

Please join me in celebrating Tasha Borglum, CFP®️! She has accomplished many things in her career at Moneta. Cheers to you, TB!

Protecting our client's sensitive information is of the utmost importance.

Moneta's IT department hosts random phishing tests throughout the year. To pass, all team members must report these phishing attempts back to our IT department. We're happy to say all team members successfully reported the latest emails, so we celebrated with a Chick-fil-A lunch!

Great job, team!

On our Team, we have what we like to call TFT – Team Fun Time. With our Chicago Senior Advisor, Kevin Ward in town, it’s important for the team to get together for some fun outside of the office. Last week's TFT was held at the Armory STL!

Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. This quarter's investment update dissects the multitude of dynamics at play in the first quarter of 2024 and provides some insights for the rest of the year ahead.

First Quarter Investment Report Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued to present a muddied picture. All eyes remained on AI and its ramifications, w...

Bitcoin is making headlines with all-time highs, new ETFs, and an upcoming halving, sparking both speculation and skepticism. This article reflects on how Bitcoin and other cryptocurrencies have evolved over the past three years.

The Halve of It: Rehashing the Bitcoin Saga by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and skepticism run rampant for those evaluating the merits of Bitco...

In our team member spotlight, we want to recognize our newest CSM, Brady James-Woolace. Brady joined the team earlier this year. His previous experience at Charles Schwab allows Brady to bring extensive knowledge about one of our primary custodians to the team. Brady is professional, hardworking, and eager to form client relationships. We're excited to see all he will accomplish during his career at Moneta. Welcome, Brady! We’re so lucky to have you!!

This time of year is very busy for CPAs, who are working long hours to complete client returns by the April 15th tax filing deadline. While Advisors at Moneta do not complete tax returns, we do offer tax planning services to our clients throughout the whole calendar year.

But wait…..what exactly is tax planning and why is it so important? Some of you might be surprised to learn that taxes are a factor in almost every service we provide our clients. Taxes touch everything, from portfolio construction to estate planning and beyond, and we believe that coordinating tax planning strategies with our client’s other tax and attorney partners is critical in providing comprehensive service. Check out the attached to learn more about whether a more proactive tax planning approach might be beneficial to your plan.

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We are excited to welcome Amy Hiett and Mike Walsh as Partners at Moneta.

Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder 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 joins Moneta from Wells Fargo with about $279 million in assets under management...

There is no "right" time or way to pursue a financial partnership with a team like mine. Every family's journey is different; therefore, the journey toward finding the right "Family CFO" may also be different. However, some key pieces and elements usually surface at some point throughout the process. Check out my latest video on how we aim to ensure a successful fit for families considering working with our team.

Choosing a Financial Advisor Have you ever wondered what the process looks like when you meet with a Moneta financial advisor? Moneta Partner, Tasha Borglum, walks you through the proces...

Equity markets, including non-US markets, have seen all-time highs early in 2024. What defines an all-time high, and what may this mean for investors? This piece looks to bring clarity to those questions and more. Follow the link below to read more.

All-Time Highs: Is it all Downhill from Here? 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 new record highs by the S&P 500 have hit in quick succession with 13 between...

The team welcomed Karleigh Floarke back from maternity leave with a happy hour at Modern Brewery in STL. It was great to have all of us together and we’re looking forward to a successful 2024. Cheers!

One of the things we're most proud of in the work we do at Moneta is the emphasis we place on family learning. It takes different forms, but communicating the family legacy and preparing future generations to be good stewards of not just the family wealth but also the family tradition is a lifelong journey, and one we pride ourselves in partnering with clients on. Check out this article written by Anna McDonald, Moneta’s Director of Family Learning, for more information!

Family Learning: A Hallmark of Well-Being Discover the power of family learning and how it can lead to well-being and long-term success. Learn why words matter and how they can shape your family culture.

This article from our Investment Team looks at the historical impact of US Presidential elections and offers insights into how the upcoming election may impact investors.

US Presidential Elections on the Horizon: Perspectives for the Investor Gain insights into the upcoming US presidential elections and how they may impact investors. Discover historical trends and why staying committed to long-term asset allocation could be key.

Please join us in welcoming Client Service Manager Brady James-Woolace to Moneta! We're excited to have Brady as the newest addition to the Borglum Team. Here is what Brady had to say about joining Moneta.

"I am excited to continue my career in Finance with Moneta as a CSM on the Borglum Team! Although I recently moved from Orlando, Florida, I am originally from Kansas City, Missouri, and I am happy to be back in my home state as I begin this next chapter in life. I look forward to providing clients with the best service I can give as I work alongside my team.

Outside of work, I love spending time with my wife, Emily, our three-year-old daughter, and our chocolate lab, and I love to stay active and outdoors."

Congratulations to Advisor Tim Nielsen on his one-year anniversary with Moneta! Thanks for being such a great teammate and we look forward to your future here! Cheers!!

The team gathered earlier this week for our Q1 Strategic Planning Session! During this session, the team participated in a team building exercise, reviewing of our 2023 goals, and discussing our goals for 2024. We’re looking forward to the new year and new goals!

Congratulations to Advisor Mike Vredenburgh on his six-year anniversary with Moneta. Thanks for being such a great teammate, MV! Looking forward to the years to come. Cheers!!

Congrats to our new class of Partners!

Five Moneta Advisors Advance to Partner Moneta Group Investment Advisors announces the promotion of five Moneta Advisors to Partners. Susan Brown, James Chalmers, Maggie Rapplean, Mike Torney, and Benjamin Trujillo have completed the rigorous Partner in Training program and demonstrated their ability to lead, grow the business, and delive...

The current economic and political landscape is full of uncertainty. Two active wars, continuing talks of a recession (or not), deteriorating relations between the United States and China, expectations of rate cuts but lack of clarity as to when, upcoming elections…..I could go on. Often, feelings of uncertainty can lead individuals into an incorrect mindset that some action – any action – is needed in order to calm nerves.

This can be potentially detrimental to investment portfolios. Several studies have shown that sitting out of the market for even just a handful of positive performing days can have extremely negative long-term impacts on performance results. Investors tend to be best served by sticking to their allocation plans through the good, the bad and the ugly, as the best performing days often surprise us during periods of volatility.

Check out Tasha's video below for more helpful tips on successful investing!

What Makes for a Successful Investor? In this video, Moneta Partner Tasha Borglum talks us through key attributes that lend themselves to a successful, long-term investing experience. For more in...

Please join us in welcoming Client Service Manager Limor Levy to Moneta! We're excited to have Limor as the newest addition to the Borglum Team. Here's what Limor had to say about joining Moneta.

"I am so excited to be joining the Borglum Team here at Moneta.

As someone who has been in the Financial industry for almost a decade now, being a part of a company with such a positive impact and culture is very important to me. I look forward to this next step in my career.

When not at work, I enjoy spending time with my family, baking, and reading."

We are happy to announce the addition of a new Client Service Manager, Brady James-Woolace! As a Client Service Manager, Brady will work closely with the Partner and Advisors on projects focused on clients' needs. Please join us in welcoming Brady to the Borglum team at Moneta!

In the final segment of our Geopolitical and Changing World Order series, we provide some practical considerations for investing around geopolitical uncertainty.

An Assessment of Geopolitics and Changing World Order – Part 3 This is our third and final part of a three-part series designed to provide some context and insights into the current macroeconomic environment.