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Insights & Resources

Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.

  • Investing

    September 09, 2026

    Registered Investment Advisor vs. Broker-Dealer: How Are They Different?

    Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.

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  • Investing

    June 17, 2025

    Is It Time to Worry About the National Debt?

    The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.

    Watch the video

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