Fourth Quarter Investment Report
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
Kristen Herber brings great enthusiasm for helping clients with a positive attitude as an Operations Manager for the Curtis Team. She is dedicated to Moneta’s core value of providing “Raving Fan” service to every client. One of Kristen’s favorite parts about working at Moneta is assisting clients with any challenge life may bring.
Kristen earned her B.A. in English and B.A. in Psychology from Benedictine College. Outside of Moneta, she enjoys spending time with her family and friends, reading, going to the movies and the lake, and traveling to see her nephews as much as possible.
Dive into the latest insights from our expert team with our personal touch.
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
January 6, 2025
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...
January 3, 2025
The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that...