Private credit remains sound overall, but recent valuation swings highlight that strong manager selection is essential for investors. Focus Partners’ Kevin Grogan shares three important things that matter when evaluating private credit managers. Private credit
One of the most important decisions you’ll make during estate planning is choosing who will serve as your trustee after you pass away. For many families, the instinct is to choose a spouse, sibling, or trusted friend. On
While the economy showed strong growth in 2025, emerging risks—such as a cooling labor market and weak consumer confidence—create uncertainty heading into 2026. Driven by consumer spending and productivity, the economy had very solid growth
Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income. Key Points Maximum Taxable Earnings Rise to $184,500: Direct increase in Federal Insurance Contributions Act (FICA) payroll taxes for high earners. Medicare Income-Related
Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer spending. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch
February 25, 2026 | 12 p.m. CST If you are a CPA professional interested in expanding your firm’s offerings to wealth management and want to learn how the expertise of an outside partner can help
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
