Rochester Hills
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Rochester Hills
1055 South Blvd E
Suite 230
Rochester Hills, MI 48307
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June 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
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June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
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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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