What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.

The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, “the only thing constant is change.” Just when a sense of normalcy seemed to be realized, during the first quarter of 2022 the world was thrown another hardship as Russia invaded Ukraine. For investors, this added more fuel for market volatility. Combined with inflation and rising interest rates, the first three months of 2022 became a roller coaster ride, challenging even the steadiest investors.

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.

Since 2003, we’ve consistently been ranked as one of the metro area’s largest Asset Management Firm. Focus Financial up two spots to number 18 on this year’s Minneapolis/St. Paul Business Journal’s Largest Wealth Management Firms list.