One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial… Read More...
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’… Read More...
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to… Read More...
Is It Time to Worry About the National Debt?
The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores… Read More...
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is… Read More...
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’… Read More...
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. Read More...
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a… Read More...
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural… Read More...
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month,… Read More...
Money Tips for Students Beginning Their College Journey
As summer break approaches, now may be the perfect time for students to not only kick off their journey toward… Read More...
Should Investors Be Focusing More on International Stocks?
In the first quarter, international stocks outperformed U.S. stocks, marking a potential reversal in a decade-long trend of U.S. market… Read More...
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits. Read More...
Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies
The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter… Read More...
Focus Perspectives: The Market’s Reaction to Tariff Policy Shocks
Focus Partners’ Kevin Grogan shares perspectives on the market’s reaction to President Trump’s tariff announcement on April 2—and actions investors… Read More...
Market Update: The Trump Tariff Strategy
Trump unveiled his plan to impose baseline, and in some cases, reciprocal tariffs on all imported goods to the US. Read More...
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