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 ...
Cynthia LaFerla
Senior Client Service Manager
Cynthia’s 30 years of experience in financial services includes 10 years of being a member of the Johnson Team and serving Moneta Group Clients. She enjoys the close and long-lasting relationships that develop while working with the clients and their families. Outside of the office, Cynthia and her husband enjoy competitive water skiing and travel.
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Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...
Raising Charitable Children: Modeling and Mentioning
June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...