Borglum Team

Congratulations to Senior Advisor Mike Vredenburgh, CFP®️, AIF®️, ChFC®️ - 7 years with Moneta! Your dedication, hard work, and contributions have been invaluable to our team. Here's to many more years of success and achievements together!

Check out what Partner Tasha Borglum has to say as she thinks about her 2025 goals!

"As I sit here writing my goals for 2025, this graphic serves as a great visual reminder that success, and all the things that come with it, is a product of:

• Sacrifice – Are you willing to forgo some good today for an even better tomorrow?
• Staying healthy – Mentally and physically.
• Good habits – Your body is a temple.
• Focus – Don’t take your eye off the ball.
• Disappointment – In yourself and others. Let it go.
• Growth mindset – If you’re not growing, you’re….?
• Persistence – Get up again and again…especially when you don’t want to.
• Daily goals – Write them down on a sticky note and check them off if you need to.
• Meeting targets – Gives you something measurable to track progress.
• Expenses – Financial and non-financial.
• Time management – “No” is a full sentence.
• Determination – “No” is a full sentence, just not here. 😊
• Tears – I’m not a doctor, but I’ve read that crying releases endorphins that soothe physical and mental pain.
• Sleepless nights – Hopefully, not too many, but yes, they happen.
• Rejections – It hurts, but it’s OK not to be the right advisor (in my world) or solution for someone or something.

If you fell short of what you wanted to achieve in 2024….it’s a new year. Choose the mindset to get up, write new goals for yourself, and do the work to achieve them. And don’t forget to reward yourself and celebrate the milestones and successes along the way.

CSM Brady James-Woolace is celebrating his first anniversary at Moneta! Brady is such an asset to our team and we look forward to his bright future ahead! Congratulations, Brady!!

We are so lucky to have you as a member of the team, Limor! Congratulations on your first year at Moneta. We're excited to see what your future has in store!

Another year down, Kevin! Thank you for all that you do for our clients. Congrats!

In their newest article, our investment team covers the historical events from this year's third quarter. These topics cover the incumbent president dropping out, two failed assassination attempts on a former US President (and current candidate), Japan's Nikkei 225 Index suffering its worst single-day drop since 1987, and more.

Follow the link below to read the entire piece.

Third Quarter Investment Report What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a presidential candidate (and former US President), Japan’s Nikkei 225 Index suffering it...

On October 29, 2024, Moneta Partner Tasha Borglum will participate in a panel discussion about financial planning for families impacted by disabilities. Tasha is incredibly passionate about supporting families caring for children with complex disability needs.

Through a joint partnership with Easterseals Midwest and other local panelists, she is eager to share some of her lived experiences and knowledge in the hopes of helping others.

See the link below for more information and to register for this event. There is no fee to attend, but advance registration is required.

https://bit.ly/3NqnOLt

Please share with others who may benefit from this discussion. See you on October 29!

Easterseals Midwest Missouri Disability Financial Summit Changing the way the world defines and views disabilities by making profound, positive differences in people's lives every day.

Last week, Advisors Mike Vredenburgh and Conner Harrison spent the morning at the Largest Book Party in St. Louis! Books for STL Kids hosted children to hear story time, enjoy a snack, and pick new books to take home as their own. What a wonderful organization we love to support. Looking forward to next year’s event!

In this new piece, our investment team examines the dynamics of U.S.’s debt and deficits and provide some insights on the potential investment implications.

Spending & Borrowing to Austerity: The US Fiscal Policy Challenge Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson and James Madison in 1790, which allowed for the US Treasury t...

We would like to recognize CSM Ben Franz in this team member spotlight. Ben has been on the team for a little over a year now. His positive approach to new processes and projects is truly unmatched. Ben has also developed great relationships with clients and colleagues. Thanks for all you do, Ben!

Please join us in welcoming Advisor Conner Harrison to Moneta! We’re excited to have Conner as the newest addition to the Borglum Team!