Bear Market vs. Bull Market: What Retirees Need to Know
Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.
Continual development is essential for successful outcomes
This inspires us to share timely insights on financial planning, current events and investing.
By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
insights and inspiration
What Is Capital Gains Tax? 2026 Rates Explained
Did you know that capital gains tax can significantly impact your after-tax returns? In this guide, we break down 2026 short-term and long-term capital gains tax rates and what high-net-worth investors should understand before selling appreciated assets.
Geopolitical Tensions Take Center Stage, Clouding Future Growth Outlook
Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second quarter of 2026.
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
A step-by-step business succession planning checklist to help protect valuation, reduce tax exposure, and align your exit with long-term wealth goals.
The Hidden Cost of Waiting for a Better Entry Point
Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place.
Global Equities Take the Lead: A New Shift in Market Performance
International stocks have recently begun to outperform U.S. stocks. What is driving this shift?
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.
Geopolitical Conflict and Markets | A Brief History Lesson
How do markets respond to geopolitical conflict? A historical look at market reactions to global crises, volatility, and long-term investment outcomes.
AI, Software Volatility, and the Case for Staying Diversified
AI is making tech cheaper and more efficient—and as history shows, that usually boosts usage, not reduces it. Focus Partners’ Chief Investment Strategist Jason Blackwell shares why a diversified portfolio is essential during periods when investment narratives shift quickly.