Monthly Recap – June 2025
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
Tracy Pauli
Client Service Administrator
Tracy brings a wealth of experience to the Compardo, Wienstroer & Janes Team. Having worked directly with Diane for the majority of her over 20-year tenure at Moneta, Tracy has become a friendly and familiar voice to clients and colleagues alike.
Tracy’s personal interests include rooting for the Cardinals, bowling and traveling with her husband Jeff.
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Geopolitics Update: Monitoring the Recent Escalation in the Middle East
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...
Monthly Recap – May 2025
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...
Protecting You From WhatsApp Impersonation Scams
May 20, 2025
An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...