
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
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.
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...