Monthly Recap – October 2025
November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...
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 golf and rooting for the Chicago Bears, Fighting Illini, Cardinals, and Blues.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Addressing Hunger
November 3, 2025
by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...
Bubbles and Bankruptcies
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Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...