Monthly Investment Commentary: March 2026 – What the Iran Conflict Means for Investors
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict,… Read More...
Article
How to Save for Your Baby’s Future: Financial Planning for New Parents
Saving for your baby’s future starts early. Learn how to plan expenses, update insurance, use tax benefits, and build long-term… Read More...
Article
Why Rebalancing Matters: Keeping Your Portfolio on Track
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment… Read More...
Video
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes. Read More...
Article
Geopolitical Conflict and Markets | A Brief History Lesson
A historical look at market reactions to global crises, volatility, and long-term investment outcomes. Read More...
Article
How To Maximize the Benefits of Your Health Savings Account (HSA)
Learn how investors can maximize the benefits of an HSA through maximizing contributions, investing, and tax-efficient withdrawal planning. Read More...
Article
AI, Software Volatility, and the Case for Staying Diversified
AI is making tech cheaper and more efficient—and as history shows, that usually boosts usage, not reduces it. Focus Partners’… Read More...
Video
7 Things to Do After Your Divorce: A Post-Divorce Checklist
This easy 7-step post-divorce checklist outlines next steps that can help protect your finances, update legal documents, and move forward… Read More...
Article
Monthly Investment Commentary: February 2026
News around private credit may sound alarming, but the outcomes don’t have to be. As always, prudent manager selection, strong… Read More...
Article
An Overview of Private Credit
Private credit remains sound overall, but recent valuation swings highlight that strong manager selection is essential for investors. Focus Partners’… Read More...
Video
5 Reasons to Choose an Independent Trustee Over a Family Member
Why choosing an independent corporate trustee instead of a family member can help protect your estate and preserve personal relationships. Read More...
Article
The Economic Crossroads Shaping 2026
While the economy showed strong growth in 2025, emerging risks—such as a cooling labor market and weak consumer confidence—create uncertainty… Read More...
Video
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income. Read More...
Article
Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market
Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer… Read More...
Article
The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards. While equity rewards… Read More...
Video
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
This article shares proactive steps you can take to integrate health care planning into your retirement strategy. Read More...
Article
Northeast Territory
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
JAMES BOYLAN
SCHEDULE A MEETING
West Territory
Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming
BEN SLATER
SCHEDULE A MEETING
South Territory
Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas
MIKE OZBURN
SCHEDULE A MEETING
Central Territory
Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin
SEAN BROOKS
SCHEDULE A MEETING
