
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...
True wealth is about more than what you have — it’s about what you can accomplish, through the lives you touch and the legacy you build.
Moneta can help fulfill your fiduciary duty to your organization’s plan participants, delivering education and truly independent advisory services.
Wealth is complex, touching every aspect of your life. That’s why we’ve designed our Family Office services to do the same.
Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...