2/20/2025 - By Chris Stennett, CFP
This article will guide you through the essential considerations for managing a personal injury settlement, helping you avoid pitfalls and secure a stable financial future.
2/13/2025 - 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!
1/28/2025 - By Carlos Saldana and Casadi Shepherd
Tax season can feel like a daunting dance, but with the right steps, you can glide through it easily. The following step-by-step guide provides a quick twirl of tips to help you chassé through tax season from making sure you eat right to taking ownership of your time. Remember, even in the world of taxes, a little rhythm can make the process more enjoyable!
1/24/2025 - By Matthew Wicker, CFA (Dimensional Fund Advisors)
Every year, many investment and consulting firms release new CMAs, or capital market assumptions. CMAs can be useful for setting risk and return expectations and for long-term financial planning. However, as the old saying goes, it’s difficult to make predictions, especially about the future.1 Even well-constructed CMAs are not a crystal ball and, when used inappropriately, can lead to suboptimal outcomes for investors.(2)
1/24/2025 - By David Booth (Dimensional Fund Advisors)
Against a backdrop of geopolitical tensions, economic challenges, and electoral uncertainty, 2024 proved the resilience of public financial markets and the power of human ingenuity once again. Markets continued to do what they do best: efficiently process information and set fair prices, rewarding long-term investors with positive returns.