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You’ve been working hard to achieve your financial goals, dreaming of the days when you will be able to enjoy retirement. But are you doing enough now to ensure you can maintain your accustomed lifestyle into the future? Here, local financial advisers share the most important factors when it comes to setting aside money today for a brighter tomorrow.
Five years later, the real estate market is bouncing back. After overcoming the high foreclosure rates of the 2008 recession and its unstable aftermath, area experts and residents again are showing signs of confidence in the housing market.
Proper communication is widely attributed as a trait of a healthy marriage, but it appears something has been lost in translation. When asked about investment decisions, 38 percent of married women surveyed declared themselves the primary decision-maker—but merely 5 percent of their husbands agreed, according to a study by BMO Private Bank.
DON ROCHLEAU II has joined the investment firm Alvery Bartlett Group as a registered representative. Rochleau earned a B.S.B.A. in finance from Lindenwood University.
Anthony Dorn of Moneta Group
A truly great song can break and warm your heart simultaneously. Despite her age—or perhaps enhanced by it—7-year-old cancer patient Arianna has created just that while in the hospital. The opportunity wasn’t a musical miracle: It was Maryville University’s Kids Rock Cancer.
Creating good by giving back is a gift to yourself, local financial advisers say. But before making a major donation to support your favorite cause, heed the following pieces of advice to avoid scams, maximize that gift and leave a lasting legacy of philanthropy.
Throw a full-time job on top of being a mother, and women these days are busy. We spotlighted three working moms who balance high-profile jobs and motherhood with ease and style.
Known by some as the St. Louis spring event, Friends of St. Louis Children’s Hospital recently held its 10th annual Table Tops event at The Ritz-Carlton.
“At 91 my mom is sweet, unassuming, loves the Lord and is still as pretty as ever! She still remembers when horse-drawn wagons delivered the milk and when the ‘Laclede Gas Man’ lit the streetlights each night. She is as inquisitive as a child and always makes sure to point out a perfectly blue sky, and then wonder what makes it so blue.”
You voted, we listened! Ladue News readers know what they like; and with this year's Platinum List, you've made your voices heard. This list compiles the best of St. Louis.
With the enactment of the American Taxpayer Relief Act on Jan. 2, your 2013 tax return may look very different from last year’s. We asked local tax and financial experts to share some reminders for 2012 and advice for maximizing your tax outcome in 2013.
As Clayton celebrates its centennial anniversary, LN asked some longtime Clayton business leaders about their hopes for the city's next 100 years.
Chris Jordan of Moneta Group
Imagine you’ve reached a career rut—maybe you want to leave it all behind and dive into entrepreneurship, return to school or finally write that book you’re always talking about.
Money can be an uncomfortable, negative or even taboo topic for families. So when it comes to parents telling their children about an inheritance, local financial advisors say ‘the right time’ is different for every family.
Renee Murray Executive Assistant, Moneta Group Favorite designer: Diane von Furstenberg Favorite website to shop: shopbop.com On Renee: Equipment blouse, $218, Vie Blank NYC jeans, $88, Vie Tuleste necklace, $140, Ivy Hill Boutique Big Buddah bag, $70, Cha Boutique Shoes, earrings - Renee’s own
From financial planning to creating chocolate candy, each of these children grew up watching their dad succeed in his business or career. Inspired by those experiences, they have followed in their footsteps.
Moneta Group principal, JIM BLAIR (1) joined the Missouri Department of Conservation Commission.
How do you make it to the top? “Find what you’re passionate about,” says Moneta Group’s Nancy Georgen. “You can be good at something, but if that’s not what you want to do, it doesn’t matter how good you are. You’re not going to get the satisfaction and you’re not doing the best you can.” We talked to three ladies who learned this by heart early on, and as a result they’ve reached their dreams.
Looking for a meaningful way to honor your mom this Mother’s Day? DIANE KATZMAN’s Mom-a-gram initiative, in partnership with Missouri Baptist Healthcare Foundation, helps uninsured or underinsured women in rural Missouri with the gift of a mammogram, ultrasound or biopsy. Donations levels range from about $136.50 (for a screening mammography) to $1,300 (for a breast biopsy); and for each donation gift of a Mom-a-gram, the donor’s mother will receive a corresponding piece of Diane Katzman Design jewelry, as well as a tribute card for Mother’s Day. Katzman, a breast cancer survivor, started Mom-agram in 2010. To find out more, call 996-5347 or visit missouribaptist.org.
Best Local Weekend Getaway
It’s that time of year to clean up the aftermath of the holidays and begin new resolutions. And while resolutions may include de-cluttering our homes and lives, it also can be an appropriate time to take a closer look at our finances.
Sculptures versus paintings. Contemporary versus Renaissance. Oils versus pastels. The art world is a diverse place, filled with an endless number of fine works to meet anyone’s taste. Investing in art is an endeavor that can be fulfilling and profitable, but one that should be approached with caution and a thorough understanding of the elements.
Moonrise Hotel has appointed MARTIN PITTMAN as general manager.