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
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
