Bubbles and Bankruptcies
October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...
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.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...
Third Quarter Investment Report – 2025
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...