Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
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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Monthly Recap – July 2025
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...
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...
Monthly Recap – June 2025
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...