
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
As an Executive Assistant, Emily McCrary provides exceptional support to the Finerty Team at Moneta, empowering them to focus on serving clients and their individual financial needs.
Emily graduated from Southeast Missouri State with a Bachelor of Science in Hospitality Management & Marketing. Her past career experience came at the Four Seasons, where she found her passion to assist others and create meaningful relationships.
Emily and her husband have two children. In her free time, she enjoys spending time with family, baking, and being outdoors.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 29, 2025
When discussing philanthropy with charitably inclined clients, we’ve added a sixth “T” to our shorthan...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...