Identity Theft Prevention: 10 Tips to Protect Your Wealth
Identity theft prevention is a crucial component of comprehensive wealth management. Ideally, you and your advisor take a proactive approach to safeguarding your financial assets from fraud or theft. To protect yourself from identity theft, you should secure your digital footprint, monitor your accounts regularly, and understand
What the Return of the IPO Means for Investors
Initial public offerings are gaining momentum in 2026 with several high-profile companies preparing to go public. We take a deeper look at what this could mean for you. After several lean years, 2026 is shaping up to be one of the
How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services
Tax-return preparation is becoming a core component of modern wealth management. In recent years, clients have benefited dramatically as their financial advisors have adopted increasingly “holistic” approaches to wealth management. In addition to foundational portfolio-management services, many of the industry’s most
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
Succession planning is not a retirement task. It is a strategic business decision that affects valuation, continuity, family harmony, and long-term wealth preservation. Yet many successful business owners delay it because the questions can get complex. Who takes over? What is the
Q2 2026 Quarterly Outlook
Markets are facing rising geopolitical tensions and policy uncertainty that are clouding the growth outlook—despite signs of underlying economic resilience. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second
What Is Capital Gains Tax? 2026 Rates Explained
As tax season wraps up, many investors may be reviewing what drove their tax bill last year. For many, capital gains taxes could have played a significant role. If your tax professional didn’t walk you through how capital gains tax works or proactively
Bear vs. Bull Market: What Retirees Need to Know
“The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham Quite often, markets remind us that uncertainty is simply part of investing. Our behavior, emotions, and how we react to them matter far more than
How to Save for Your Baby’s Future: Financial Planning for New Parents
Key Takeaways: Plan for the often-underestimated costs of your baby’s first year, including childcare and medical expenses. Strengthen your financial safety net with adequate emergency savings and updated insurance coverage. Take advantage of tax benefits and credits available to new parents.
Why Rebalancing Matters: Keeping Your Portfolio on Track
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
What the Iran Conflict Means for Investors
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