As we head into the final stretch of 2025, this month’s newsletter highlights insights to help you stay informed and confident in your financial decisions.
We explore the strength and staying power of today’s U.S. mega-cap companies, outline smart strategies for handling an inherited IRA, and share our perspective on the economic outlook for the rest of the year.
Quarterly Investment Commentary: October 2025
How resilient are today’s U.S. mega-cap companies? With just a few large firms driving much of the market’s performance, investors may find this concentration both remarkable and concerning. Yet, it also highlights a key strength of the market—its ongoing ability to adapt and evolve.
The Economic Outlook for Q4 2025
The latest economic data is sending mixed signals—job growth is cooling, yet overall momentum remains surprisingly strong. In this video, Focus Partners’ Kevin Grogan unpacks what’s driving this divergence and what it could mean for investors moving forward.
What to Do With an Inherited IRA: 6 Options to Consider
Inherited an IRA? Whether you’re planning to leave one to your adult children or have recently inherited one, knowing your options is key. Learn 6 strategies to manage distributions, minimize taxes, and maximize your inheritance.