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,…
What should you do with an inherited IRA? Explore 6 options that can help you maximize value, reduce taxes, and avoid costly mistakes. When you inherit a retirement account—like an IRA—from a parent, you may quickly realize there are a lot of tax rules to navigate. The way you’re taxed depends on the deal your…
Market efficiency tells us that prices, at any given time, reflect the collective judgment of millions of investors. It is a comforting idea, but it also means that when the largest companies dominate market returns, those valuations embody a great deal of shared confidence. The current concentration of the S&P 500 may make index investors…
Creative destruction is supposed to topple giants. New ideas come along, old leaders fade, but this cycle feels different. The largest U.S. platforms haven’t blocked innovation. They’ve organized it, they’ve monetized it, and they’ve scaled it. History reminds us that dominance never lasts forever. U.S. Steel, AT&T, IBM—they all defined their eras, then gave way…
The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor. Thoughtful planning can help you maximize both the impact of your gifts and the tax benefits you receive. Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring…
The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. This would be the 22nd shutdown since 1976. While some have lasted as short as a single day, the longest shutdown was the most recent—in 2018 to 2019—lasting 34 days. Potential impact on markets Government…
Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t take more than his fair share? Avoiding estate taxes is top of mind for many clients who want to protect…
There’s a lot to unpack with the One Big Beautiful Bill Act. It is the most sweeping piece of tax legislation since The Tax Cuts and Jobs Act of 2017. Perhaps the most impactful change from a tax planning perspective is the temporary increase of the state and local tax (SALT) itemized deduction from $10,000…
August is often the last hurrah of summer—pool parties, back-to-school sales, and squeezing in every bit of sunshine. But for the one in six American adults with student debt, fall also brings less-welcome considerations: loan interest, repayment changes, and the big question, “What does this mean for me?” This year, there’s even more to unpack….
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case in markets, the story is more complicated, and the data more surprising. Market Highs Have Not Been Bad Entry Points…
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