
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 ...


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.
Dive into the latest insights from our expert team with our personal touch.

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...