
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


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.
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August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...