
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 ...


Valerie is driven by her commitment to delivering exceptional client experiences and fostering a collaborative environment within our organization. With a background spanning 17 years in the insurance and financial services industry, she brings a wealth of diverse expertise to her role as Operations Manager with the Everland Sandry Team at Moneta.
Valerie earned her bachelor’s degree from Arizona State University.
Away from work, Valerie tries to be outside and as active as possible. She is a yogi, cyclist, snowboarder, hiker, explorer, and traveler.
Dive into the latest insights from our expert team with our personal touch.

April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...