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,
The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor. Thoughtful planning can help you maximize both the impact of your gifts and
Creative destruction is supposed to topple giants. New ideas come along, old leaders fade, but this cycle feels different. The largest U.S. platforms haven’t blocked innovation. They’ve organized it, they’ve monetized it, and they’ve scaled
The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. This would be the 22nd shutdown since 1976. While some have lasted as short as
Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t
The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, we have to determine why the Fed is taking action. Is it a recalibration, or is it
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does
Retail investors are driving more of today’s market action than ever before. Focus Partners’ Kevin Grogan shares what is behind this trend and what it may mean for long-term investors. The retail investor movement began
There’s a lot to unpack with the One Big Beautiful Bill Act. It is the most sweeping piece of tax legislation since The Tax Cuts and Jobs Act of 2017. Perhaps the most impactful change
