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...
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.
A WEALTH OF INFORMATION
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Monthly Recap – August 2025
September 5, 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...
Game of “Thrones”: The Standoff between Trump and Powell
August 7, 2025
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...
Monthly Recap – July 2025
August 6, 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reve...