
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Partner Michael Carpenter earned his Masters of Accountancy magna cum laude from the University of Missouri-Columbia in 2005 and his J.D. from Saint Louis University School of Law in 2009. Prior to joining Moneta, Michael was an auditor for Ernst & Young in Kansas City, Missouri. At Moneta, Michael’s team handles a wide array of financial issues for clients. Using a variety of sophisticated financial tools and a depth of knowledge, Michael is able to help clients achieve their financial objectives. Michael serves on the North Side Community School Board of Directors.
He enjoys playing golf and traveling with his wife and two sons.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...