Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
Sarah Kirn
Client Service Manager
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. 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.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
A Silver Lining for Your January Gloom
January 28, 2026
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...
Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...