Calabasas

Proudly Serving Southern California

Calabasas

4500 Park Granada Blvd
Suite 204
Calabasas, CA 91302


Enjoy some of our latest resources

  • June 05, 2025

    Simplifying Capital Gains: What Investors Should Know

    Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.

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  • June 03, 2025

    Fed Rate Policy Update: Are Cuts on the Horizon?

    Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.

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  • May 28, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.

    Listen to the podcast