Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Joe Simmons
Client Service Manager
Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as a Client Service Manager at Moneta.
Joe received his B.S. in Finance at the University of Kansas. While at KU, he was selected as a participant in the Applied Portfolio Management course and was a member of the Business Leadership Program.
Joe joined Moneta in 2023 after living in Dallas and working in Financial Planning & Analysis at American Airlines for five years. At American, he was responsible for analysis of revenues generated from American’s domestic and international alliances with other carriers.
Away from work, Joe enjoys re-exploring his hometown of Kansas City, cheering on the Jayhawks, and playing golf with friends.
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Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Protecting You From WhatsApp Impersonation Scams
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An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...
“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...