
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...


Ben Stevens-Smith strives to assist clients with a focus on attention to detail and a warm personality. He is working towards becoming an Advisor next year and is currently pursuing his CFP® certification.
Ben joined Moneta in 2024, moving from the Bay Area, California to join the Berry Machnowski Team in the Boston area as a Client Service Manager. He previously worked as the Senior Graphics operator for NBC Sports Bay Area/California. This role cultivated a strong affinity for statistical analysis, multi-tasking, and succeeding under the pressure of live on-air productions.
Ben enjoys travelling whenever possible and has lived abroad in Germany and Spain, giving him a broad perspective to engage with people. When outside the office, Ben is an avid skier, having grown up ski racing in New Hampshire, and enjoys golfing and hiking during the summer.
Dive into the latest insights from our expert team with our personal touch.

January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...