Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
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.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
The Trump 2.0 Trade: Over Before it Started?
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
How to ensure your retirement is as successful as your career
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...
A Freeze Precedes a Drought
February 27, 2025
Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in Januar...