The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards. Thoughtful planning helps preserve flexibility and protect long-term goals.
-
-
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.
-
AI | Investing | Market | OBBBA | Wealth Management
Key Investment Themes in 2026
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 20206.
-
Finances | goals | Money | Planning | Wealth Management
6 Money Lessons for Raising Financially Responsible Children
Helping children build financial literacy early sets the stage for lifelong money confidence.
-
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 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…
-
Using QCDs to Unlock the New Senior Tax Deduction
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,…
-
Monthly Investment Commentary: December 2025
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…
-
What AI Spending Could Mean for Investors
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,…
-
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 whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next…
-
What to Do With an Inherited IRA: 6 Options to Consider
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…
