
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
As a Client Service Manager for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals.
Prior to joining the Moneta Advisory Services team, Shane earned a BSBA in Business Economics from the Eller School of Management at the University of Arizona. He also completed a minor in Personal and Family Financial Planning as one of the University’s first students to take courses in this subject.
Shane grew up in the San Francisco Bay Area, but now resides in Denver. Outside of work, he enjoys spending time with family and friends and getting outdoors to explore the Rockies. You can find him running, skiing, mountain biking or enjoying everything else that Colorado has to offer.
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March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...