
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...


Blake Freund sources and evaluates alternative investment strategies encompassing private equity, credit, and real estate.
Prior to joining the Finerty Team at Moneta as a Private Market Associate in 2024, Blake worked as an investment banking associate, where he provided sell-side and buy-side transaction advisory services primarily to founder or family-owned businesses.
Blake earned separate degrees in Accounting and Aeronautics, both from St. Louis University.
Outside the office, Blake enjoys spending time with his wife and daughter, as well as friends. His hobbies include golfing and flying.
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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...