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
Every market cycle eventually circles back to the same uncomfortable question: If valuations look stretched, how do they work their way down to more reasonable levels? There are only two paths. Either prices fall, or
Contrary to popular belief, taxes aren’t just a chore for the early spring. Rather, tax planning and preparation is a four-season affair. In fact, some of the most impactful tax planning should be implemented ahead
Today’s video is about investor behavior, and how it’s changed over the past 10 to 20 years. Now, this change in behavior could have real implications for both how efficient markets are, and for the
What should you do with an inherited IRA? Explore 6 options that can help you maximize value, reduce taxes, and avoid costly mistakes. When you inherit a retirement account—like an IRA—from a parent, you may
The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to cut interest rates. Still, economic growth and consumer spending remain resilient, supporting a 3.8% annualized
The economy is showing two different sides right now. On the one hand, job growth is starting to slow pretty sharply. On the other hand, economic growth remains quite strong. Today’s video will dive into
