With all of last week's macro-volatility, and the Fed set to begin raising rates this upcoming week, it's a great time to point out two important things:  (1) Diversified long-term investors don’t need to make a single change to their investment strategy, and (2) Many terrific stock-specific investment opportunities remain for those willing to do their homework.  For example, this week’s Weekly highlights several specific stocks related to cloud-based human capital management that are set to climb from an accelerating secular trend.