The Economic Outlook for Q4 2025
Today’s video will dive into this macroeconomic picture and discuss what it means for investors. Read More...
Video
Quarterly Investment Commentary: October 2025
How durable are today’s U.S. mega cap companies? Many investors have noticed that just a handful of large U.S. companies… Read More...
Article
How to Give to Charity Under the New OBBBA Rules
Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way… Read More...
Article
How Are Today’s Mega Cap Stocks Different?
The largest U.S. platforms haven’t blocked innovation. They’ve organized it, they’ve monetized it, and they’ve scaled it. Read More...
Video
What a Government Shutdown Could Mean for Markets
The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. Read More...
Video
What’s the Difference Between Estate and Gift Taxes?
Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and… Read More...
Article
Why Did the Fed Lower Rates?
To understand the potential market reactions, we have to determine why the Fed is taking action. Read More...
Video
Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal… Read More...
Article
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and… Read More...
Article
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One… Read More...
Article
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound… Read More...
Article
Market Concentration and the AI Boom
Focus Partners’ Kevin Grogan breaks down market concentration, the dominance of the “Magnificent 7,” and why diversification still matters, especially… Read More...
Video
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation… Read More...
Article
The Economic Outlook for Q3 2025
Focus Partners’ Kevin Grogan looks ahead to the second half of 2025, sharing our latest perspectives on the economy. Read More...
Video
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