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Enjoy some of our latest resources

June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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June 17, 2025
Is It Time to Worry About the National Debt?
The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.
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June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
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