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Pros and Cons of Dollar-Cost Averaging

Pros and Cons of Dollar-Cost Averaging

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Video
Reframing Retirement: Focus on Fulfillment

Reframing Retirement: Focus on Fulfillment

Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection.… Read More...

Article
The Economic Outlook for Q1 2025

The Economic Outlook for Q1 2025

Focus Partners’ Kevin Grogan shares perspectives on the economy as we begin 2025. Read More...

Video
Quarterly Outlook: U.S. Economy Powers Forward, Fed Policy Becomes Cloudy

Quarterly Outlook: U.S. Economy Powers Forward, Fed Policy Becomes Cloudy

U.S. economic growth stayed on an impressive streak in 2024. Although the Fed acknowledged increased risks to inflation, the economy… Read More...

Article
A Partner to Grow With: Unlocking Elite Wealth Tools

A Partner to Grow With: Unlocking Elite Wealth Tools

See how our core solutions can scale your practice and unlock expansion, profits, value, and freedom for any stage of… Read More...

Video
The Unfair Advantage: How to Enhance Your Business and Deliver Client Value

The Unfair Advantage: How to Enhance Your Business and Deliver Client Value

Explore how leveraging Focus Partners’ Advanced Planning team can help you and your firm unlock an ‘Unfair Advantage’ to support… Read More...

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The Power of Partnership: How Outsourcing Can Enhance your Business

The Power of Partnership: How Outsourcing Can Enhance your Business

During this webinar, a few of the newest members of our community share their stories of leveraging the resources of… Read More...

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The Top Investing Questions for 2025

The Top Investing Questions for 2025

How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market… Read More...

Article
New Year, New Budget: Save Money While Living Your Best Life in 2025

New Year, New Budget: Save Money While Living Your Best Life in 2025

Discover how to set up your finances for success while still enjoying the lifestyle and experiences that you love. Read More...

Article
The Outlook for Stock Returns

The Outlook for Stock Returns

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for… Read More...

Video
Student Loan Repayment Outlook: What You Need to Know

Student Loan Repayment Outlook: What You Need to Know

Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By… Read More...

Article
What’s Ahead for Cash and Bond Returns?

What’s Ahead for Cash and Bond Returns?

With the market pricing in three quarter-point rate cuts over the course of 2025, Chief Investment Officer Kevin Grogan discusses… Read More...

Video
Year-End Tax Planning to Maximize Your Savings

Year-End Tax Planning to Maximize Your Savings

In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market… Read More...

Video
2025 Tax Planning: Considerations and Opportunities

2025 Tax Planning: Considerations and Opportunities

While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here… Read More...

Article
Navigating Conversations About Inheritance With Adult Children

Navigating Conversations About Inheritance With Adult Children

Many families will be getting together this time of year, and adult children will be coming home for the holidays.… Read More...

Video
Connects Quarterly Webinar: Q4 2024

Connects Quarterly Webinar: Q4 2024

Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months… Read More...

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