“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

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. 

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

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

Over the weekend, the United States and allied forces attacked Iran. Conflict in the Middle East continues. Lately (and sadly), this has become the norm of unsettling headlines.   Consider recent examples: Russia invaded Ukraine, terrorist attacks, missile strikes, civil wars, and even regional conflicts, such as with ICE.  If you watch the news, it’s likely you won’t miss these events. Depending on

Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income. Key Points Maximum Taxable Earnings Rise to $184,500: Direct increase in Federal Insurance Contributions Act (FICA) payroll taxes for high earners.  Medicare Income-Related Monthly Adjustment Amount (IRMAA) Base Threshold Rises to $109,000 (Single) and

Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer spending. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into 2026. Main

When you picture your retirement years, you likely imagine relaxed mornings, travel, time with family, and financial security. But behind every retirement dream is a major expense many people underestimate: health care. Rising medical costs can quietly undermine even the