Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Michael Lynch
Advisor
MBA, CFP®
Mike Lynch empowers clients to make optimal financial decisions. As an Advisor 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®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
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By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...
How to Build a Philanthropic Mission Statement That Reflects Your Focus
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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...