Although artificial intelligence has been developing in the background for decades, the dawning of the current AI era is often tied to the release of ChatGPT in late 2022. Since […]
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Videos & Webinars
09.03.2026
What Are the Parts of Medicare?
Medicare has different parts—A, B, C, and D—but what do they actually cover? Deanne Rosso and Gary Stoller explain the basic parts of Medicare, how they work together, and why understanding your options matters when planning for retirement.
08.27.2026
Can I Work While Claiming Social Security?
Can you keep working while collecting Social Security? Deanne Rosso and Brian Rosso explain how earnings limits work before full retirement age, when restrictions disappear, and why coordinating Social Security with your overall retirement plan is so important.
08.19.2026
Social Security, Simplified: How to Claim Smarter
In this webinar, Brian Rosso breaks down Social Security in clear, practical terms—so claiming doesn’t feel like guesswork.
Articles from the Blog
09.11.2026
By: Rob Fezekas, CFA
Two years ago, in a blog post titled “Worried about the National Debt?”, I compared our government’s fiscal situation with that of Japan. The point was to remind investors that […]
08.14.2026
Rising Yields and Your Portfolio
By: Rob Fezekas, CFA
In the past five months, interest rates in the US have moved up significantly. While the rates on all maturities have climbed, US Treasury yields for bonds with maturities greater […]
07.23.2026
By: Rob Fezekas, CFA
My children are growing up quickly. Our youngest is now in high school, and our oldest heads off to college this fall. Before long, they will be earning money, paying […]
06.12.2026
Is the Market Ignoring High Energy Prices?
By: Rob Fezekas, CFA
The S&P 500 closed the month of May at another record high, capping its ninth consecutive weekly gain. The US stock market rebound from the March lows has been impressive […]
05.08.2026
Milestones on the Road to Retirement
By: Rob Fezekas, CFA
I like to remind my kids sometimes that when their mom and I got married, we had nothing. We actually had less than nothing because our debts, mostly student loans, […]
04.16.2026
Can you Hedge Against High Energy Prices?
By: Rob Fezekas, CFA
In my January 2026 post “Four Market Surprises from 2025,” I highlighted the collapse in oil prices as one of the biggest surprises of the year. But as we know, […]
Lifelong Learning Library (downloadable PDFs)
05.13.2026
Strategies for Retirement Transitions
When you design, build and protect a plan it requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success — several of which present opportunities for professionals to work together.
05.05.2026
Focus Partners Cybersecurity “Never Ever” List
Never ever respond to pressure or threats from an email, phone call, or text. These are almost always a method of social engineering designed to get you to give someone money or sensitive data.
05.05.2026
Focus Partners Cybersecurity Identity-Theft Checklist
If you have been a victim of identity theft, we recommend taking the following steps.
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