
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 ...


As a Family CFO Client Service Administrator for the Finerty Team at Moneta, Sierra Vinyard supports her team’s and firm’s mission of empowering people to navigate life’s path by assisting with reports, mail, client information and review preparation.
Sierra graduated from Southern Illinois University Edwardsville with a degree in Business Administration focusing on Finance. An internship at Slagle Financial expanded her financial knowledge while developing her teamwork and time management skills.
During her free time, Sierra enjoys hiking, shopping, and spending time with friends and family.
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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...