
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


As Senior Fixed Income Trader at Moneta, Jenny facilitates the buying and selling of bonds based on a strategic, exacting set of standards that ensures only the highest quality.
Jenny joined Moneta in 2018 after two years at Edward Jones pursuing an opportunity in compliance as a Regional Field Supervision Director. She previously worked seven years at Wells Fargo Advisors, first as an IRA Operations Specialist before spending the majority of her time there as a Fixed Income Trading Liaison – a role that expanded her investments knowledge base and taught her the importance of communication.
Jenny earned her Bachelor of Science in Business Administration with a concentration in Marketing from University of Missouri – Columbia and her Master of Business Administration with an emphasis in Finance from Saint Louis University.
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April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...