Monthly Investment Commentary: December 2025

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

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What AI Spending Could Mean for Investors

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

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