
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
Mona has more than 20 years of experience in the retirement plan services industry. She has extensive plan design and consulting experience, including 13 years working within the record-keeping division of General American/MetLife.
Mona moved into the investment advisory side of the business in 2007, providing on-site client relationship management, focusing on plan design, governance and employee education. She also has considerable experience working directly with clients’ HR staff, helping them to streamline administrative procedures.
Mona received her BSBA from the University of Kansas in 1990. She also holds multiple professional retirement plan designations, including Qualified Pension Administrator, Qualified 401(k) Administrator, and Certified Employee Benefit Specialist.
Mona has served on several Parent Teacher committees and was PTO Co-President, she also served as a Brownie & Junior Scout Leader and Parish School of Religion Catechist for 8 years. She enjoys bicycling (tandem style), running, hiking, gardening and spending time with her husband and daughters in her spare time.
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September 11, 2025
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...