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 […]
Behavioral Finance
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.
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.
05.05.2026
Focus Partners Cybersecurity 24-Hour Checklist
Practical steps anyone can implement in less than 24 hours to reduce the chances of being a victim of cybercrime or identity theft.
10.31.2025
Scam-Proof Your Finances: Practical Steps You Can Take Today
October was Cybersecurity Awareness Month, but it’s never too late to lower your digital risk. Taking a few smart steps now can prevent costly headaches later. The FBI’s 2024 Internet […]
10.07.2025
Charitable Giving Under the One Big Beautiful Bill Act
Happy Fall! As we enter the final quarter of the year, our attention turns toward those remaining items on our planning checklist for 2025. For many of us, making charitable […]
04.16.2024
Cognitive Biases in Investment Decisions
This month we have been discussing behavioral finance at Elevate, which is the study of how human psychology affects investment decisions. Behavioral finance may not have quite the rich history […]
12.11.2023
Earning interest on cash savings is back in fashion again. After being starved for yield for more than a decade, investors are flocking to money market funds, CDs, and short-term […]
04.06.2022
Resilient Investing: Lessons from Behavioral Finance
Are you a resilient investor? Do you take market volatility in stride, or are you tempted to react when things get challenging? Our financial advisors have learned first-hand that resilient […]
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