
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 an Advisor on the Carpenter Hehmeyer Team, Kate Kloster’s priority is to consistently provide clients with ‘Raving Fan’ service. When working with client portfolios, Kate ensures that everything is executed and completed according to the team’s standards. As one of the main contacts for clients, she lends her continuously expanding expertise to the development of every client relationship.
Kate received her B.A. in Economics with a minor in Philosophy from Denison University in 2013. She began her career with Moneta in 2014 as Client Service Manager on the Carpenter Team.
Outside of Moneta, Kate enjoys staying active through different activities, including soccer and rugby. A self-proclaimed “foodie,” Kate loves trying new restaurants and visiting different places in St. Louis.
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...