
Monthly Recap – August 2025
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
Melissa Schlag flourishes in building relationships as a Client Service Manager on the Kittner Team at Moneta. She joined Moneta with 16 years of experience as a Practice Manager, a role in which she helped clients identify and reach retirement goals while maintaining a presence of team support and dedication.
Melissa earned her Bachelor of Arts Degree in Journalism and a Master of Arts in Communications at Lindenwood University. Away from work, she enjoys spending time with her husband planning the next house project and playing with their dog.
Dive into the latest insights from our expert team with our personal touch.
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...