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Latest posts
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How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth. Read more
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Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity…
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Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook. Read more
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Monthly Investment Commentary: How Private Investments Could Impact Your 401(k)
Policy changes, litigation, and new investment products are making alternative assets more accessible in retirement plans, particularly through target date funds. Kevin Grogan, Focus’ CIO, Systematic Strategies, explores how private investments are valued and whether that…
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Understanding The Different Types of Financial Advisors
Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending…
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How To Manage a Financial Windfall: An 8-Step Guide
A financial windfall can bring exciting possibilities, along with complex decisions. Whether your new wealth comes from an inheritance, business sale, settlement, or equity event, taking time to understand its impact can help you make more informed choices. Explore eight steps…
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Two-Minute Market Focus: Rising Treasury Yields Put Bond Market Volatility in Focus
Commodities led markets over the past 90 days, while bonds and small-cap stocks declined as Treasury yields moved higher. In this week’s Two-Minute Market Focus, Todd Jones examines the rise in five-year Treasury yields, the factors contributing to higher real yields, and the…
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What Could the Next 12 Months Look Like for Bond Investors?
In this Focus Perspectives video, Blerina Hysi explores what the next 12 months could hold for bond investors amid uncertainty around Federal Reserve policy, inflation, and economic growth. Read more
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Smart Housing Decisions for Aging
Housing decisions can become increasingly complex as we age. Where you live may affect your daily routines, access to care, financial resources, and the ability to maintain your independence. Read more
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Should You Buy or Lease Your Dental Practice Office Space?
For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals. Read more