Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your

Should investors stay the course when uncertainty rises? Focus Partners’ Jason Blackwell provides perspectives on investing when market sentiment becomes less optimistic. At the end of February, the American Association of Individual Investors reported the

In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever, especially when it comes to rising insurance costs for homeowners.

How might the Trump administration’s key policies affect your portfolio? Focus Partners’ Kevin Grogan provides perspectives on the potential economic impact of two of Trump’s major policies—immigration and the corporate tax rate. Since assuming office,

April 15 might still feel far away, but as the tax filing deadline approaches, you might hear people saying, “My refund was huge” or “I can’t believe I owed that much this year!” With these

With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments? How should investors be

“When we lose one blessing, another is often most unexpectedly given in its place.” C.S. Lewis There are many things one can do to ensure a smooth transfer of assets from donor to beneficiary prior

Is it better to spread your investment over a set period or go all in at once? Focus Partners’ Kevin Grogan shares perspectives on dollar-cost averaging. Dollar-cost averaging means spreading your investment over a set

Many individuals work tirelessly to build their wealth over the years. As retirement approaches, the focus often shifts from accumulating wealth to finding ways to truly enjoy it. Why is this so important? Studies show that depression

Focus Partners’ Kevin Grogan shares perspectives on the economy as we begin 2025. The U.S. economy had a strong run in 2024, with real annualized GDP growth at 3.1% for the third quarter and fourth-quarter