
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


As an Advisor, Matt enjoys building and maintaining relationships with clients, while going above and beyond for his clients and their needs.
Matt earned his Masters of Accountancy from the University of Missouri-Columbia. Before joining the Finerty team at Moneta, Matt was a Senior Tax Associate at KPMG in their Business Tax Services Group. Matt predominantly dealt with pass-through entities, mainly serving clients in the Private Equity and Fund of Funds space and their various needs.
Outside of Moneta, Matt enjoys all things sports, particularly cheering on the St. Louis Cardinals and Blues. In his spare time, Matt loves to play golf and spending time with family and friends.
Dive into the latest insights from our expert team with our personal touch.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...