The Threat of Concentrated Stock When we talk with clients about risk, the conversation often starts with markets, volatility, rates, politics, all the usual suspects. But one of the most common risks we actually see
When you picture your retirement years, you likely imagine relaxed mornings, travel, time with family, and financial security. But behind every retirement dream is a major expense many people underestimate: health care. Rising medical costs
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 2026. On paper, it was a great year for investors. Looking back on 2025,
For some parents, few responsibilities feel as important as teaching kids about money. In a world of instant gratification and often hidden financial mechanisms, it can become even more essential to help them develop a
Kevin Grogan breaks down why a softening labor market played a key role in the Fed’s decision to cut interest rates. Last week, the Federal Reserve cut rates by 0.25%, bringing the policy rate range
The deduction, available for tax years 2025-2028, offers up to $12,000 if married filing jointly and $6,000 for all other filers. Unfortunately, the deduction has a low phaseout range of $150,000-$250,000 if married filing jointly
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Yet strong earnings, tax benefits for consumers, and AI-related productivity gains could help position the economy for continued resilience. As we
In today’s video, Focus Partners’ Kevin Grogan discusses the massive build-out in artificial intelligence infrastructure and why it poses both an opportunity and a risk for investors. Over the next five years, McKinsey estimates that
Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One
Earnings season delivered another steady reminder that fundamentals still matter. Coming into the quarter, consensus expected something in the high single digits, but once again, analysts have underestimated the pace of growth. Earnings season delivered
