
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...
Dylan grew up in Montauk on Long Island, New York, and studied economics, math, and computer science at Boston College and abroad, in Milan, Italy, before taking a role in the insurance industry. While she enjoyed helping people identify, plan for, and manage their insurance needs, she was eager to provide more comprehensive financial planning beyond insurance. That desire brought her to the Hiett Walsh team at Moneta.
Dylan brings a contagious enthusiasm to her volunteerism with organizations that support individuals with Angelman’s Syndrome and Autism, as well organizations championing other causes (think nature clean-ups, and homeless shelters). Her favorite outdoor activities include camping, skiing, softball, and walking the trails with her dogs Cooper and Coco.
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...