
A Semi-Charmed Earnings Season
May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...



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.
Dive into the latest insights from our expert team with our personal touch.

May 12, 2026
by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...