
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 ...


With more than 30 years of experience in healthcare and law office administration, Patty Haguewood brings her passion for client service and administration together as the Executive Assistant for the Heffernan Team. Patty’s background ensures an efficient work flow and consistent team practice necessary to provide Raving Fan service. Patty is responsible for employee support and project management while upholding the delivery of Moneta’s “Why” and “How” to our clients. In her role, she enjoys the opportunity to help both clients and team members reach their full potential.
Patty earned her bachelor’s degree in Business and Management from Webster University. She and her husband, Jimmy, live in O’Fallon, Missouri with their two daughters. They are avid Cardinals, Blues and Chiefs fans.
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...