
Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...


Mitchell joined Moneta in the spring of 2021 as a Client Service Manager. Mitchell has a bachelor’s degree in Business Administration with an Emphasis in Management and a Minor in Entrepreneurship. Mitchell enjoys helping clients achieve their goals and putting them in positions to take care of their families. Mitchell strives to bring energy and enthusiasm to the Pietroburgo Bailey team. When he’s not working, you can find Mitchell golfing, hunting, watching sports, or fixing up the new house he purchased this winter. Mitchell also loves to travel and has a goal to go to all seven continents.
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July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...

July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...