
First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...


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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April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...