Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place. One of the most common mistakes some investors make isn’t picking the wrong investment—it’s waiting for a better time to
“The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham Quite often, markets remind us that uncertainty is simply part of investing. Our behavior, emotions, and how we react
International stocks have recently begun to outperform U.S. stocks. What is driving this shift? For much of the past 15 years, U.S. stocks have performed better relative to international stocks. Recently, though, we’ve seen a
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and
Key Takeaways: Plan for the often-underestimated costs of your baby’s first year, including childcare and medical expenses. Strengthen your financial safety net with adequate emergency savings and updated insurance coverage. Take advantage of tax benefits and
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and
April 23, 2026 | 12 p.m. CST In today’s evolving financial landscape, advisors are expected to deliver deeper expertise, faster answers, and more strategic guidance than ever before. Join us for a 45-minute session focused
Over the weekend, the United States and allied forces attacked Iran. Conflict in the Middle East continues. Lately (and sadly), this has become the norm of unsettling headlines. Consider recent examples: Russia invaded Ukraine, terrorist attacks, missile strikes, civil wars, and even regional conflicts, such as with ICE. If
Key Points HSAs offer a rare triple tax advantage when contributions, growth, and withdrawals are managed strategically. Maximizing contributions and investing funds transforms an HSA into a long-term wealth tool, not just a medical spending
