
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...


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.

January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...