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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July 21, 2026
Personal Liability Insurance: Coverage, Market Conditions, & Trends
What do umbrella policies actually cover? Focus Risk Solutions shares strategies to protect your wealth against rising liability risk.
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July 06, 2026
How To Defend Your Finances: Top 10 Identity Theft Prevention Tips
Protect your financial identity from fraud. Learn 10 practical ways to help secure accounts, monitor activity, and understand how we keep your data secure.
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March 02, 2026
How To Maximize the Benefits of Your Health Savings Account (HSA)
Learn how investors can maximize the benefits of an HSA through maximizing contributions, investing, and tax-efficient withdrawal planning.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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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.
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September 04, 2024
Long-Term Health Care: Exploring Your Options & Costs
In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.
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June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
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May 01, 2024
Crisis Medicaid Planning: What Everyone Needs to Know
In this interactive webinar, Chief Planning Officer Jeffrey Levine reviews why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.
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