Many individuals work tirelessly to build their wealth over the years. As retirement approaches, the focus often shifts from accumulating wealth to finding ways to truly enjoy it. Why is this so important? Studies show that depression
Focus Partners’ Kevin Grogan shares perspectives on the economy as we begin 2025. The U.S. economy had a strong run in 2024, with real annualized GDP growth at 3.1% for the third quarter and fourth-quarter
U.S. economic growth stayed on an impressive streak in 2024. Although the Fed acknowledged increased risks to inflation, the economy is unlikely to experience a major slowdown in 2025. Our Quarterly Outlook explores what may
February 19, 12:00 p.m. CST Today’s rapidly changing financial landscape demands that wealth advisors navigate the intricate intersection of investment decisions and tax planning, requiring them to deliver more comprehensive solutions. That’s where our Advanced
May 21, 12:00 p.m. CST The decision to align with a strategic partner can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients, and your future. But what
August 20, 12:00 p.m. CST What does growing your firm look like to you? Whether it’s more high-net-worth clients, a larger AUM, an expanded team, or higher revenue, this journey is as unique as your
