
First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
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.
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...