Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Kevin Hennessy
Associate Advisor
CFP®
As an Associate Advisor on the McGinnis Brown Taylor Team, Kevin Hennessy works behind the scenes to do whatever is needed to ensure that clients meet their financial planning goals. His priority is to consistently provide clients with outstanding care. He enjoys working on such a collaborative team and learning new things from his colleagues’ experience to add to his expertise.
Kevin received his Bachelor of Science in Accounting from the University of Missouri – Kansas City in 2017.
Outside of Moneta, Kevin enjoys staying active by playing golf and indoor soccer.
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...