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


Kyle Marra builds trust and confidence with his clients by focusing his advice on their personal goals, needs, and situation.
Before joining Moneta as an Advisor on the Sheehan Steffens Akins Han Team, Kyle earned his Bachelor of Science degree in Business Administration with a major in Finance and minor in Economics from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER® which is one of the most respected professional designations in the wealth management industry.
Away from work, Kyle serves the community with the Ronald McDonald House. He enjoys golfing and spending quality time with family.
Dive into the latest insights from our expert team with our personal touch.

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...