Resources
Our Resources
As a Focus client, our insights and resources are constantly at your disposal. But, as a trusted voice in the industry, we also publish our findings and perspectives for your benefit. From articles to podcasts and videos, see our latest below.
-
January 15, 2025
Quarterly Outlook: U.S. Economy Powers Forward, Fed Policy Becomes Cloudy
U.S. economic growth stayed on an impressive streak in 2024. Although the Fed acknowledged increased risks to inflation, the economy is unlikely to experience a major slowdown in 2025. Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article -
January 06, 2025
The Top Investing Questions for 2025
How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.
Read the article -
December 09, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.
Read the article -
December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
Read the article -
November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
Read the article -
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
Read the article -
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
Read the article -
October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article -
October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
Read the article