
Monthly Recap – June 2025
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
“Because we are often in the driver’s seat with clients as they design their wealth transfer plan, we have intimate knowledge of how to execute it in a way that is best for their families, and now we can do so with the resources of Moneta Trust.”
– Gene Diederich, Partner, Moneta
“Because we are often in the driver’s seat with clients as they design their wealth transfer plan, we have intimate knowledge of how to execute it in a way that is best for their families, and now we can do so with the resources of Moneta Trust.”
– Gene Diederich, Partner, Moneta
“Handling those assets in trusts can require special methodology, and Moneta Trust will allow its clients to appoint a single corporate trustee for both liquid and illiquid assets held in trust.”
– Eric Kittner, CEO and Chairman of the Board, Moneta
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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...
June 9, 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...