
First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
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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April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...