
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...


Sarah Kirn loves getting to know our clients as a Client Service Manager. The personal relationships formed are her favorite part of her role.
Sarah joined Moneta in November of 2019. After 16 years in retail banking, she was ready to learn and grow in a different industry. The Gast Freeman Troyer Racen Team at Moneta has been the perfect fit. Her previous roles, ranging from personal banker to branch manager, provided a solid foundation of skills and sincerity to expertly manage details and provide comprehensive client support. In 2003, Sarah earned her Bachelor of Arts degree from Illinois Wesleyan University.
Sarah and her husband enjoy family game nights and visiting the beach with their daughter. Sarah also likes to read and bake.
Dive into the latest insights from our expert team with our personal touch.

January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

December 8, 2025
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

December 5, 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...