
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Dan Kissling is an experienced financial advisor with a decade of expertise in helping clients navigate their financial journeys. He provides personalized financial guidance, tailoring strategies for each client’s unique needs and empowering them to reach their goals while living life to the fullest. His commitment to helping others extends beyond his professional role and into his personal life.
Before joining Moneta in 2015, Dan earned his B.S. degree in Finance and Economic Consulting from Indiana University. He currently lives in the Central West End neighborhood with his wife.
A passionate traveler, Dan has explored destinations such as Paris, Switzerland, and Italy, while also cherishing the natural beauty of Montana and Park City. Outside of work, he enjoys skiing, golfing, and discovering new restaurants. A dedicated sports fan, Dan proudly supports the St. Louis Blues, St. Louis Cardinals, and Indiana University Hoosiers.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...