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

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

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

Market efficiency tells us that prices, at any given time, reflect the collective judgment of millions of investors. It is a comforting idea, but it also means that when the largest companies dominate market returns,