
Monthly Recap – May 2026
June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...


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.

June 10, 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...

June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...