Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
Investing
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.
Watch the video
Retirement
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
Read the article
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