Sasha Josipovic
Chief Information Officer
Insights & News
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…