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.
Tax Strategies
May 08, 2024
Evidence-Driven Planning™
Discover how Focus minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.
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Investing
November 14, 2023
Index Funds: What Are They and When Should You Use Them?
Chief Investment Officer Kevin Grogan provides an overview of index funds and then dives a little deeper into their complexities, including the benefits, potential cons, and best practices when determining where to use index funds versus low-cost quantitative active strategies.
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Investing
July 03, 2023
Navigating Alternative Investment Strategies
Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a few that may benefit a well-constructed portfolio.
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