04/24/2025 - By Wes Crill, PhD, Senior Client Solutions Director and Vice President (Dimensional Fund Advisors)
One of the concerns arising from tariff talks is the possibility of stagflation, or the combination of rising inflation and an economic contraction. But should investors act on this concern with their investments?
04/17/2025 - By Wes Crill, PhD, Senior Client Solutions Director and Vice President (Dimensional Fund Advisors)
US small value stocks underperformed large growth stocks by about 4.5% per year over the past five years. Some investors have asked what went wrong with small value to garner such underperformance. Looking at returns over this period compared to the long term, we see the story is more about what went anomalously right for large growth.
03/25/2025 - By Julie Edwards, CPA and David Uslan, CPA
Estate planning is filled with an abundance of acronyms and terms that can be quite perplexing at first glance, but with a bit of guidance and explanation, they can become much more manageable. Understanding these acronyms is crucial for navigating the intricacies of estate planning as well as making well-informed decisions. Since the process can be quite complex, it’s helpful to have all the definitions in one accessible place.
04/29/2025 - By Sarah Torr, Staff Auditor
Adjusting to life after college isn’t easy, but it’s full of lessons. From budgeting and career growth to finding balance and purpose, discover what post-grad life is all about. Read more...
03/24/2025 - By Celia Nofsinger
As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.
02/13/2025 - By Nancy Patton
We're excited to welcome Lorraine Faust, CRCM as the Director of Fair lending/Fair & Responsible Banking in the firm's Financial Institution Consulting Group!
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