Fourth Quarter Investment Report
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
Caroline Fugel, CFP®, serves successful clients by developing, implementing, and monitoring comprehensive financial plans. Caroline enjoys her work at Moneta because of Moneta’s holistic approach to financial advising through tax, estate, and investment planning. She enjoys the complexity of family office clients and collaborating with team members on creative strategies to help them accomplish their financial goals.
Before joining Moneta, Caroline graduated from Creighton University with a Bachelor of Science degree in Economics. During her undergraduate studies, she enjoyed her multiple internships, with her work at TD Ameritrade’s headquarters introducing her to the value a comprehensive financial plan can add to high net worth individuals.
As a St. Louis native, Caroline enjoys exploring the always growing local restaurant scene, traveling to visit friends around the country and fly fishing with the Missouri Women’s Fly-Fishing Alliance.
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Dive into the latest insights from our expert team with our personal touch.
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
January 6, 2025
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...
January 3, 2025
The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that...