Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Michael Lynch
Associate Advisor
MBA, CFP®
Mike Lynch empowers clients to make optimal financial decisions. As a Client Service Manager on the Weber Dickens Team, he aspires to grow his knowledge base as a financial planner while making his clients’ lives easier.
Mike graduated from the University of Missouri-Columbia with a Bachelor of Science degree in Civil Engineering before earning his Master of Business Administration degree from Maryville University. His passion for problem solving and personal finance led Mike to Moneta after a short stint as an engineer. He attained his CFP® certification in 2024.
Outside the office, Mike enjoys snow skiing and golfing. He also enjoys cheering on the St. Louis Cardinals and Mizzou Tigers. You will often find Mike in the Busch Stadium bleachers during summer.
- CERTIFIED FINANCIAL PLANNER®
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Moneta Adds New Team with $262M AUM, Expanding Colorado Presence
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
Moneta Merges in New Jersey RIA, Expanding National Footprint
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...