
Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...


Brandon Miles joined Moneta as a Client Service Manager for the Heffernan Team to build professional relationships and further his knowledge of the financial industry while helping clients achieve their goals. He enjoys problem solving for clients while learning more about their specific circumstances and aspirations so he can serve them better.
Brandon earned his Bachelor of Science from Miami University’s Farmer School of Business in Oxford, Ohio.
Away from work, he spends his time traveling, listening to music, cheering on St. Louis sports teams, and finding ways to stay active.
Dive into the latest insights from our expert team with our personal touch.

July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...