
Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...


Joe Simmons is thrilled to be working with a great team providing top-tier service to clients and their families as an Advisor 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.
Dive into the latest insights from our expert team with our personal touch.

July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...