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Magnifying Single-Stock Volatility
6/26/2025 - By Wes Crill, PhD, Senior Client Solutions Director and VP, Kevin Green, PhD, Head of Investment Solutions Analytics and VP
These scenarios show why broad diversification can help provide more reliable outcomes over time. A global equity market allocation includes potentially thousands of stocks, mitigating the impact any individual security can exert on one’s portfolio.
CFPB's Regulatory Shake-Upand States Ramp Up Consumer Protection Efforts
6/25/2025 - By Lorraine Faust, CRCM
Did you hear about CFPB's announcement of the withdrawal of 67 regulatory guidance documents? The potentially withdrawn documents impact a multitude of consumer protection laws including CFPA, FCRA, FDCPA, ECOA, TILA, EFTA and MLA and UDAAP interpretations. As we take time to digest this news, a key question arises: How will this affect prudential regulators?
Markets Look Forward. So Should Investors.
6/24/2025 - By Isabelle Williams, Deputy Head of Investment Solutions, Dimensional Fund Advisors
With a stark shift in US tariff policy announced on April 2 and ongoing responses worldwide, many investors are on edge. But when there is real economic uncertainty and information is quickly changing, volatility is a sign that markets are functioning.
Father's Day: Money Lessons Learned From Dad
6/13/2025 - By Pierce Broscious, CFP
Fathers play an important role in teaching us many things when we are children. For this Father’s Day, I’d like to share some of these lessons and how they can be applied in practical terms.
Why You May Need a Revocable Trust
6/11/2025 - By Mark Hemby, CFA®, CFP®, Senior Financial Advisor
Estate planning ensures your assets are distributed according to your wishes after death. A will is a common tool for this, but many individuals should also consider adding a revocable trust to their estate plan. Understanding the purposes, benefits, and limitations.
Past Posts
- Magnifying Single-Stock Volatility
- CFPB's Regulatory Shake-Up
- Markets Look Forward. So Should Investors.
- Father's Day: Money Lessons Learned From Dad
- Why You May Need a Revocable Trust
- Cost of Index Reconstitution: Index & Diversification Portfolios
- Three Tips for Riding Out the Ups and Downs: Investment Trends
- BankChat 2025: Saltmarsh Financial Institutions Takes Nashville
- Bearish Sentiment: Investment Trends
- Life After Graduation: Building Your Accounting Career
- Medicare Revalidation Deadline for SNFs
- Tariffs and Stagflation
- How Extreme was Recent Large Growth Outperformance?
- The Future of ACH Compliance: Insights on Nacha's Latest Rules
- DOL Audit Requirements: A Critical Reminder for Retirement Plan Sponsors
- Regulation CC Update Summary
- Key CMI Reporting Deadlines
- Tariff Trepidation
- Alphabet Soup of Estate Planning
- Tennessee Capital Improvement Request Form Reminder
- What's Happening at Saltmarsh
- It's More Than 'Just a Phase'
- How to Avoid Black Swans
- An Investing Plan for This Year
- Demystifying Personal Injury Settlements: A Guide to Navigating Your Claim
- View All Articles
