Moneta

Global markets faced heightened volatility in March as geopolitical tensions and energy supply disruptions weighed on equities, fixed income, and international markets. Our Investment Department’s latest monthly recap breaks down what drove market movements, how asset classes responded, and what we’re watching ahead.

Read the full recap here:

Monthly Recap - March 2026 - Moneta March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S. equities fell broadly, with the S&P 500 and Russell 2000 indices both down 5.0%, while growth stoc...

Congratulations to Moneta Senior Retirement Plan Advisor, Sarah Bishop for being named to planadviser's 2026 list for Top Retirement Plan Advisers, published March 2026.

To see the full list, click here: https://bit.ly/3NPixBb
Methodology: https://bit.ly/3NPixBb

Senior Advisor, Cynthia Kirkpatrick contributes to an important conversation on building confidence in financial planning for women.

As Cynthia shares in this Financial Planning article:

“Many women feel they need to know everything before they begin, which can lead to hesitation instead of confidence.”

Her perspective underscores why clarity, inclusion, and thoughtful communication matter.

Read more: https://bit.ly/4lPjW7k
Free account required to read the full article.

How advisors can help women clients build confidence Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

Congratulations to our CEO and Chairman, Eric Kittner, on being named to St. Louis Magazine's St. Louis Business 500: Banking & Finance list!

We couldn't be more proud to see Eric highlighted among the region's most influential figures in our industry and community.

To see the full list, click here: https://bit.ly/4uvKBdp
For methodology, click here: https://bit.ly/4j03bDZ

From AI-driven uncertainty to geopolitical escalation, February reminded investors how quickly narratives can shift. Read our latest market recap for key takeaways across equities, fixed income, and alternatives.

Monthly Recap - February 2026 - Moneta February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling 0.8% as concerns over AI disruption, tariffs, and escalating Middle East tensions weighed on sentiment. The AI ...