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...
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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...
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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...
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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...
Video
6 Money Lessons for Raising Financially Responsible Children
Helping children build financial literacy early sets the stage for lifelong money confidence. Read More...
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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...
Video
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...
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Monthly Investment Commentary: December 2025
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Read More...
Article
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...
Video
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...
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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...
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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...
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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...
Article
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...
Video
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...
Article
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