Macroeconomic and Market Chat with Carlyle’s Jason Thomas
April 28, 2026
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...
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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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 ...
From Final Decree to Financial Freedom
April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...
Monthly Recap – March 2026
April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...