Key Investment Themes in 2026
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for… Read More...
6 Money Lessons for Raising Financially Responsible Children
Helping children build financial literacy early sets the stage for lifelong money confidence. Read More...
What to Know About the Fed’s Third Interest Rate Cut in 2025
Kevin Grogan breaks down why a softening labor market played a key role in the Fed’s decision to cut interest… Read More...
Using QCDs to Unlock the New Senior Tax Deduction
With the arrival of a new temporary senior deduction, those age 65 and older should start discussing ways to manage… Read More...
Monthly Investment Commentary: December 2025
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Read More...
What AI Spending Could Mean for Investors
discussing the massive build-out in artificial intelligence infrastructure and why it poses both an opportunity and a risk for investors. Read More...
Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?
Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about… Read More...
What Surprising Earnings Strength Could Signal for Markets
Earnings season delivered another steady reminder that fundamentals still matter. Coming into the quarter, consensus expected something in the high… Read More...
Monthly Investment Commentary: November 2025
With third-quarter earnings beating expectations, should investors be concerned about headlines warning that valuations are high? We take a closer… Read More...
Save More on Taxes: Planning Strategies to Review Before Year-End
Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to… Read More...
How Technology Is Shaping Investor Behavior
This change in behavior could have real implications for both how efficient markets are, and for the returns for investors. Read More...
What to Do With an Inherited IRA: 6 Options to Consider
Maximizing the value of an inherited IRA doesn’t have to be complicated. Discover 6 practical options to handle distributions, reduce… Read More...
Quarterly Outlook: Job Growth Slows in the Face of Strong Growth
The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to… Read More...
The Economic Outlook for Q4 2025
Today’s video will dive into this macroeconomic picture and discuss what it means for investors. Read More...
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...
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...
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