
Monthly Recap – April 2025
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
Carolyn Duggan has dedicated herself to Moneta Group for over 30 years. She values the long-lasting relationships she has built with her clients and her co-workers. She is proud that Moneta always does what is in her clients’ best interests.
Carolyn was born and raised in St. Louis as the fifth out of 7 children. After graduating from Hickey College, she began her career at Moneta Group working for Peter Schick’s father, Henry, in 1982.
Family is extremely important to Carolyn. She enjoys spending time with her husband, Bob, and their two children. Carolyn is proud of her son, Nick, who graduated from Missouri State University in 2014 and her daughter, Ashley, who graduated from the University of Missouri – Kansas City in 2015.
Dive into the latest insights from our expert team with our personal touch.
May 7, 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...