
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Steven Diederich, a Partner at Moneta, is dedicated to serving his clients’ best interests with care and expertise. Respected for his trusted advisory role among successful families, Steven excels at providing comprehensive financial planning and family office services to clients across the United States.
Steven specializes in serving entrepreneurs, business owners, multi-generational families and emerging affluent to simplify complex matters and navigate the ever-changing future. Steven has extensive experience finding creative solutions in tax, business, and estate matters that make a meaningful difference in real time and across generations.
As a CERTIFIED FINANCIAL PLANNER®, Steven brings a wealth of knowledge to his practice, backed by both Bachelor and Master’s degrees in Accounting from the University of Kansas.
Steven resides in Kansas City with his wife and three sons. Outside of Moneta, Steven is a passionate husband, father, friend, and golfer.
Education & Professional Development:
Awards
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
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