Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
Kate Kloster
Advisor
CFP®
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.
- B.A., Economics, minor in Philosophy, Denison University
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
A Silver Lining for Your January Gloom
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by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...
Learning From a Legacy – 2026
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