Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
A Management Framework for Scaling Capacity Through Outsourced Solutions
Outsourcing gives teams time back, but what you do with that time determines whether your practice actually grows.
Monthly Investment Commentary: What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
Strategic Planning: A Blueprint for a Thriving Wealth Management Practice
This disciplined approach can lead to tangible benefits, such as higher revenue, increased scale, and client growth.
Why Diversification Matters Within Fixed Income
Why should investors consider holding different types of bonds? In this Focus Perspectives video, Blerina Hysi explains how diversification within fixed income can help support a more balanced portfolio.
Optimizing Team Structure to Support Scale, Growth, and Succession
A clear team model allows advisors to spend more time on client-facing and growth-oriented work, reduce duplicated efforts and protect advisor capacity.
Bringing the Family Office to Main Street
October 13, 2026 | 12:00pm Central
High-net-worth clients increasingly expect more than investment management from their advisor. They want coordinated guidance across the many moving parts of wealth—from tax and estate planning to business succession, risk management, philanthropy, and lifestyle needs. But for many advisors, building that level of support in-house can be costly, complex, and difficult to scale.
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
The Importance of Outsourcing to Serve High-Net-Worth Clients
Thoughtfully leveraged outsourcing enables advisors to coordinate expert teams and deliver a consistent high end experience.
How to Prioritize Your Retirement Savings Accounts
From emergency reserves and employer matches to HSAs, tax-deferred plans, and backdoor Roth strategies, this article helps high-income professionals and families build a tax-efficient savings hierarchy aligned with their income, tax situation, and retirement goals.
