Macroeconomic and Market Chat with Carlyle’s Jason Thomas
April 28, 2026
Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...
Shauna Thomas
Client Service Administrator
Shauna brings more than twenty years of business experience to her role as a dedicated Client Service Administrator for the Dunston Team at Moneta.
In addition to owning her own successful business, Shauna has extensive customer service experience in real estate management, trust company operations, retail management, and cost accounting.
Shauna loves building new professional and client relationships. She thrives on providing excellent customer service to Moneta clients.
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First Quarter Investment Report – 2026
April 14, 2026
Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...
From Final Decree to Financial Freedom
April 6, 2026
A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...
Monthly Recap – March 2026
April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...