Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Financial Planning
October 12, 2026
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 for aligning your windfall with your personal financial goals.
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Investing
October 07, 2026
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 growing disconnect between bond and equity market volatility.
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Investing
October 06, 2026
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.
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Life Transitions
October 05, 2026
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.
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Business Ownership
October 01, 2026
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.
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Investing
September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
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Investing
September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
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Investing
September 16, 2026
Monthly Investment Commentary: What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
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Life Transitions
September 15, 2026
Taking the Complexity out of Healthcare: A Concierge Approach for High-Net-Worth Families
Healthcare is more complex than ever. Learn how a dedicated healthcare advocate can help affluent families navigate insurance, billing, providers, and Medicare.
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Financial Planning
September 09, 2026
Registered Investment Advisor vs. Broker-Dealer: How Are They Different?
Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.
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Investing
September 09, 2026
Two-Minute Market Focus: Keeping An Eye on Future Returns as Commodities Lead Markets Higher
Commodities led markets higher over the past 30 days as renewed geopolitical tensions added pressure to global energy markets. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, what signals or warning signs net U.S. equity issuance can provide, and the global bond yield trends we are watching closely for potential volatility.
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Investing
September 08, 2026
Why Diversification Matters Within Fixed Income
Why should investors consider holding different types of bonds? In this Focus Perspectives video, Blerina Hysi explains how diversification within fixed income can help support a more balanced portfolio.
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Estate & Trust Planning
September 02, 2026
Digital Estate Planning: What Happens to Your Digital Life After You're Gone?
Digital accounts have become part of everyday life. Email, social media, online banking, cloud storage, subscription services, and digital records now play a role in how many people communicate, manage finances, and store important information.
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Business Ownership
September 01, 2026
Debt: A Burden or a Wealth Creation Tool?
Debt can feel like an obstacle, but when used strategically, it can help clinicians build long-term wealth through thoughtful capital allocation.
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Investing
August 25, 2026
Two-Minute Market Focus: The Commercial Real Estate Comeback
The office real estate sector continues to recover from a dramatic bear market in 2022 and 2023. In this week’s Two-Minute Market Focus, Todd Jones shares what insights we can take from this occurrence, as well as the third quarter 2026 performance and correction and recession indicators.
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Investing
August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
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Investing
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
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Investing
August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
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Investing
August 11, 2026
Two-Minute Market Focus: Third Quarter 2026 Performance
What does recent market performance suggest about the health of the economy, and which signals should investors monitor next? Listen to this week’s Two-Minute Market Focus as Todd Jones shares his perspective on the third quarter market leadership, underlying economic strength, and the bond market’s role as a potential early warning indicator.
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Investing
August 11, 2026
Why Cash May Be Riskier Than You Think
In this Focus Perspectives video, Blerina Hysi shares how excess cash may expose investors to reinvestment and inflation risks that can affect long-term purchasing power.
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Investing
August 04, 2026
Quarterly Perspectives: What the Markets Are Telling Us
Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.
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Tax Planning
August 04, 2026
Optimizing Equity Compensation: Stock Options, RSUs & Taxes
For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.
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Retirement Planning
August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
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Investing
July 28, 2026
Two-Minute Market Focus: What's Fueling the Market's Resilience?
What trends are shaping market performance today, and what should investors be watching in the months ahead? Listen to this week's Two-Minute Market Focus as Todd Jones shares his perspective on market leadership, earnings growth, and the impact of continued AI investment.
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Investing
July 28, 2026
Q3 Economic Outlook: Fed Policy, Labor Market Trends, and Inflation
In this Focus Perspectives video, Kevin Grogan shares insights on the current economic backdrop, including how a more hawkish Fed, persistent inflation, and a cooling labor market could impact markets and portfolios.
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Investing
July 22, 2026
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
What should investors keep in mind as growth cools and the Fed takes a more hawkish tone? Our latest Quarterly Outlook looks at the key trends shaping the second half of the year, including resilient consumer spending, signs of cooling in the labor market, inflation pressures, and ongoing geopolitical uncertainty.
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Insurance and Protection
July 21, 2026
Personal Liability Insurance: Coverage, Market Conditions, & Trends
What do umbrella policies actually cover? Focus Risk Solutions shares strategies to protect your wealth against rising liability risk.
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Charitable Giving
July 20, 2026
Charitable Bequests: Practical Advice for Tax-Efficient Giving
Discover how charitable bequests may maximize your philanthropic impact while minimizing taxes. Learn strategies for tax-efficient giving.
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Investing
July 14, 2026
Two-Minute Market Focus
Credit markets have settled into a quieter stretch, with volatility subdued and trading largely range-bound. In this episode, Focus’ Todd Jones shares how spreads might be starting to suggest a different outcome later this year, and takes a look at recent market performance and key correction/recession indicators.
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Investing
July 14, 2026
Why a Steepening Yield Curve Is Good News for Bond Investors
In this Focus Perspectives video, Blerina Hysi explains what a steepening yield curve means for bond investors and why higher long-term yields may support income potential, reinvestment opportunities, and long-term fixed income returns.
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