Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
Anne Haudrich
Senior Advisor
CFP®
As a Senior Advisor at Moneta, Anne works closely with clients through every phase of their financial and personal journeys—from those just beginning their path to financial independence to those navigating the intricacies of retirement. She takes great pride in simplifying the complexities, both expected and unexpected, that individuals, couples, and their families bring to Moneta, helping them achieve clarity and confidence in their financial decisions.
Anne joined Moneta in 2012 after earning her B.S. in Business Administration with a concentration in Finance and support area in Economics from St. Louis University.
Anne resides in Columbia, IL with her husband, Darryn, and two sons. As an avid sports fan from Carmel, IN, Anne tries to play golf regularly and not miss watching a Colts or Pacers game.
- B.S., Business Administration, concentration in Finance, support area in Economics, Saint Louis University
- CERTIFIED FINANCIAL PLANNER®
- Series 65 licensed
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
A Silver Lining for Your January Gloom
January 28, 2026
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...
Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...