Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay focused on long-term goals, rather than short-term market swings. When markets move sharply, whether up…
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability. The seriousness of this development should not be understated. At the same time, it does not represent a fundamental shift…
Key Points Divorce finalization often brings relief and a sense of closure. However, while it feels like one chapter is ending, it also marks the beginning of a critical transition period. From a financial standpoint, this is not the time to sit back and reflect. Implementation of your agreement is as important as the agreement itself. Many legal documents and accounts need immediate attention to protect your assets…
One of the most important decisions you’ll make during estate planning is choosing who will serve as your trustee after you pass away. For many families, the instinct is to choose a spouse, sibling, or trusted friend. On the surface, this feels natural. Who better to handle your affairs than someone who knows you best? However, I’ve worked with thousands of clients and reviewed numerous estate plans. I’ve seen the…
This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 20206.
Kevin Grogan breaks down why a softening labor market played a key role in the Fed’s decision to cut interest rates. Last week, the Federal Reserve cut rates by 0.25%, bringing the policy rate range to 3.5% to 3.75%. This marked the third straight meeting where the Fed cut rates by 0.25%. Today’s video will…
The deduction, available for tax years 2025-2028, offers up to $12,000 if married filing jointly and $6,000 for all other filers. Unfortunately, the deduction has a low phaseout range of $150,000-$250,000 if married filing jointly and $75,000-$175,000 for all others. For many seniors with required minimum distributions (RMDs), pensions, Social Security benefits, and investment income,…
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Yet strong earnings, tax benefits for consumers, and AI-related productivity gains could help position the economy for continued resilience. As we enter the last month of the year, it is natural to reflect on 2025 and consider the trends that could…
In today’s video, Focus Partners’ Kevin Grogan discusses the massive build-out in artificial intelligence infrastructure and why it poses both an opportunity and a risk for investors. Over the next five years, McKinsey estimates that cumulative artificial intelligence (AI) investment will reach a staggering $5.2 trillion. There’s no doubt that that is a massive number,…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
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Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
