Picture of Bethany Wagner, Level FA's new Chief Compliance Officer

Bethany Wagner Named Chief Compliance and Cybersecurity Officer

Press Release Level Financial Advisors has named Bethany Wagner its Chief Compliance and Cybersecurity Officer, effective January 1, 2024. Wagner joined the firm in 2013 as a part-time associate and was promoted to Administrative Assistant the following year. In 2017 she was promoted to Technology Specialist where she oversaw the firm’s information...

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Chart showing top 10 US stocks and how they lag the US market after reaching their height.

The Argument for Diversification: Beware of Top Performing Stocks

Wes Crill, PhD Senior Investment Director and Vice President Dimensional Fund Advisors The Magnificent 7 stocks* continue to capture the focus of investors as these large growth names have outpaced the bulk of global equities. Their outperformance is notable because eye-popping returns for top stocks tend to occur before they reach the top...

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