Matt Schaller, CFA®, CFP®

Matt Schaller, CFA®, CFP®

Adviser, Moneta

Matt Schaller brings more than a decade of experience in the financial services industry to his role as an adviser with Compardo, Wienstroer, Conrad & Janes (CWCJ) Team at Moneta, a Top 10 Registered Investment Advisory Firm, according to Barron’s. Matt is both a Chartered Financial Analyst® Charterholder and a CERTIFIED FINANCIAL PLANNER™ Professional. His extensive background in client service, coupled with his previous experience as an investment research analyst, offers a unique lens for clients' investment decisions. Matt holds a Bachelor of Science degree in Finance from the University of Missouri–Columbia and earned a Master of Business Administration degree from Saint Louis University. Matt lives in St. Louis with his wife and three daughters.

Email: mschaller@monetagroup.com | Website: monetagroup.com/cwcj | LinkedIn: www.linkedin.com/in/matt-schaller-mba-cfa-cfp%C2%AE-0aa672b7/

 

Bonds Are Having a Rough Year. Here Are 3 Actions That Can Help
A smiling woman has a drawing of a lightbulb on a Post It Note stuck to her forehead.
bonds

Bonds Are Having a Rough Year. Here Are 3 Actions That Can Help

Rising interest rates have hurt bond prices. But these three steps can benefit investors worried about their portfolios and their retirement income.
June 2, 2022