
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...


Eric Boland places clients as top priority in his Senior Client Service Manager role on the Sadler Harmon Chalmers Borglum team. He is invested in building strong client relationships and helping them reach financial success. Eric is grateful for the opportunity to continuously learn and grow in his role as a financial professional.
Eric earned his Bachelor of Science in Finance and Marketing from Saint Louis University. Upon completing his undergraduate studies, he continued his education and received a Master’s in Business Administration from Saint Louis University.
Eric began his career with Moneta in 2021 after being drawn to the company due to its high reputation and a strong sense of camaraderie.
Eric studied in Madrid, Spain during his time at SLU, and his love of travel has grown since. He enjoys volunteering with the World Pediatric Project and has been involved in the organization for many years, as his family hosted underprivileged kids visiting the U.S. for life-altering surgeries. In his free time, Eric enjoys swimming and staying active. He loves spending time with family and friends.

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January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

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By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...