
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


Brett Woodruff joined the Finerty team in 2019 to identify opportunities for process and system efficiencies, financial modeling, strategic planning and client reporting enhancements.
Brett’s time at Moneta began in 2015 with more than four years on the Enterprise Service Team. His role started with managing performance reporting systems before he moved into analytics, where he worked with SQL databases, SAP BusinessObjects reports and building custom Excel models for strategic planning.
Brett earned his bachelor’s degree in Business Administration with emphasis in Economics from the University of Missouri-Columbia.
Outside of work, Brett enjoys spending time with his wife and their two dogs. Brett plays ice hockey and golf and follows a variety of professional sports. Brett also campaigns for Special Olympics Missouri’s annual Over the Edge event, where he rappels from a rooftop with other fundraisers and athletes.
Dive into the latest insights from our expert team with our personal touch.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...