
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


Bill Dickens works to help clients think through the various financial decisions that they face. In this challenging and rewarding role, he appreciates the confidence that clients place in his team not only as an advisor, but also as a family advocate.
Bill earned his B.S. in Business Administration and Finance Track Certification in Financial Planning from University of Missouri – St. Louis. With Moneta since 2002, Bill enjoys working in an environment of commitment and passion for serving clients and acting only in their best interests.
At Moneta, Bill collaborates with Doug Weber on behalf of both family and business clients. Bill applies his significant experience and expertise in helping business owners, executives, and many physicians navigate their pursuit of financial independence. Having parents with over 30 years of service to the federal government, Bill also maintains a specialty in advising federal employees on the complexities of retirement from public service.
Bill and his wife, Kimberly, have three children named Jillian, Gwyneth and David. Kimberly is an elementary school principal in the Rockwood School District. Bill enjoys spending time with his family and friends. He is an avid baseball fan and can often be found in the bleachers at Busch Stadium during the summer.
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August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...