
First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
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 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...