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.
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May 26, 2026
9 Signs You’ve Outgrown Your Financial Advisor – And How to Choose the Right One
Wondering how to choose a financial advisor? Here are nine signs it may be time for a change, and what to look for in your next advisor.
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March 27, 2026
Is Now a Good Time To Buy a House?
In this webinar, Chief Planning Officer Jeffrey Levine explores the key factors buyers should consider when deciding whether they are ready to purchase a home in the current market. The session provides perspective on how interest rates and housing supply interact, how these dynamics influence pricing and affordability, and what practical strategies buyers can evaluate as they plan their next steps.
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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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December 30, 2024
New Year, New Budget: Save Money While Living Your Best Life in 2025
Discover how to set up your finances for success while still enjoying the lifestyle and experiences that you love.
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November 18, 2024
Connects Quarterly Webinar: Q4 2024
Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.
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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.
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May 31, 2024
Savings – A Catalyst to Creating Wealth
This article is intended to help you identify ways to bolster your savings in a meaningful way and instill the practices that will help you build your wealth.
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May 06, 2024
5 Budgeting Myths that Prevent People from Saving
Director of Family Budget Services Rob Bertman shares tips on creating an effective budget and how to stick to it.
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April 19, 2024
Focus Connects Quarterly Webinar: April 2024
Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.
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April 02, 2024
5 Steps to a Less-Taxing Retirement
In this interactive webinar, Focus’s Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
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