
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 ...


Stephanie finds Moneta’s team culture very motivating. She is inspired by Moneta’s dedication to their clients and is impressed that Moneta continues to improve its already-exceptional client service.
At Southern Illinois University – Edwardsville, Stephanie earned her Bachelor’s in Business Administration with an emphasis in Finance. After college, she was a personal banker at The Bank of Edwardsville. In 2011, Stephanie joined Moneta to dedicate herself to client service and Moneta’s three core values.
Stephanie and her husband, Ben, have three children, Blake, Eva, and Sam. They enjoy spending time outside, whether they are cheering on the Cardinals or going to the zoo. Stephanie loves spending time with friends and embracing her role as a bleacher mom at t-ball, basketball and gymnastics practices.
Dive into the latest insights from our expert team with our personal touch.

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...