Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
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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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 ...