
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 ...



Paco joined our team in March 2025 to handle the day-to-day management of team morale when Jetson passed the Chief of Staff torch, leaving some very big shoes to fill. He has been an invaluable asset, routinely contributing to the company’s success by listening attentively to his team members and creating win-win solutions to keep his whole pack on task. Prior to joining Moneta, Paco was honing his skills at the Denver Dumb Friends League, where he oversaw a pack of hound dogs from various backgrounds who were seeking a forever home. His experience there has truly shaped his compassionate and supportive nature.
Paco is an American Bully, love bug who is all smiles and firmly believes that everyone needs a little comfort when dealing with difficult circumstances. When he’s not in the office, Paco enjoys being a social butterfly at the Cherry Creek Off-Leash Dog Park, hiking in the mountains, paddleboarding, being the cheeky “hype” dog at daycare, and cuddling with his stuffies on lazy days.
Dive into the latest insights from our expert team with our personal touch.

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...