Monthly Recap – August 2025
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
Morgan Golaris
Advisor
CPA, CFP®
Morgan Golaris believes knowledge is power when it comes to building personal wealth, and loves helping people achieve their goals and lead the lives they desire. Morgan also thoroughly enjoys the relationships that develop through her role as an Advisor and personally connecting with clients.
Morgan became an Advisor for the Gast Freeman Troyer Racen Team at Moneta in 2022 after four years in public accounting with KPMG. Morgan is both a CPA and Certified Financial Planner® (CFP®). She earned Bachelor of Science degrees in accounting and finance from the University of Illinois.
Outside of work, Morgan spends time with her son and husband, family, and friends. She enjoys golfs and rooting for the Chicago Bears, Fighting Illini, Cardinals, and Blues.
- CERTIFIED FINANCIAL PLANNER®
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Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
Monthly Recap – July 2025
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...
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...