Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Courtney Vitale
Associate Advisor
CFP®
Before being promoted to Associate Advisor in May 2026, Courtney spent seven years serving clients as a Senior Client Service Manager, building strong relationships and delivering a high level of personalized support.
After becoming a CERTIFIED FINANCIAL PLANNER® professional in May 2026, Courtney transitioned into an advisory role and is excited to continue providing exceptional guidance and service to clients as they pursue their financial goals.
A St. Louis native, Courtney graduated from Lindenwood University in 2017 with a degree in Corporate Communications. Outside the office, Courtney enjoys exploring new coffee shops and restaurants around town and spending time with family, friends, and her Bernese Mountain Dog, Hank.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...