Debt is often viewed as something to eliminate as quickly as possible. But for clinicians, debt used thoughtfully can also help create future earning power and expand practice ownership. In this article, Director and Practice Integration Advisor Thomas Bodin, CFA, CFP, TPCP, explores how clinicians can think about debt repayment, investing, and practice acquisition through a capital allocation lens. https://lnkd.in/g_stUsY2
Focus Partners
Financial Services
St. Louis, Missouri 14,571 followers
Offering a personalized approach to wealth management, delivering services through Focus Partners Wealth, LLC.
About us
Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.
- Website
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https://www.focuspartners.com
External link for Focus Partners
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- St. Louis, Missouri
- Type
- Privately Held
- Specialties
- Wealth Management, Investment Management, Corporate-Sponsored Financial Counseling, Retirement Planning, Tax Planning, Estate Planning, Risk Management, Philanthropic Planning, Cash-Flow Planning, Education Planning, Family Office, Business Management, Life Enhancement Services, and Institutional
Employees at Focus Partners
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Updates
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Where you live as you age can affect your independence, care options, family responsibilities, and long-term financial plan. In our September 24 webinar, “Smart Housing Decisions for Aging,” Joan Garbow, MSW, LCSW, CCM Garbow, Aging Life Care Director, will compare aging in place, assisted living, memory care, skilled nursing, and CCRCs and discuss what families may want to consider before a decision becomes urgent. Register to join us. https://lnkd.in/gEzdfEeS
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Focus Partners reposted this
We’re hiring a Data & Integration Ops Engineer to join Focus in our St. Louis office. This role sits at the intersection of data engineering and operations, helping ensure our data platforms and integration pipelines are stable, secure, and efficient. We’re looking for an experienced data engineering professional who brings strong technical expertise, attention to detail, and a commitment to operational excellence. Ready to make an impact? Apply today: https://lnkd.in/gYymZiMR
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Focus Partners reposted this
What advice would you give your younger self? This fall, we’re asking colleagues across Focus to look back on their careers and share what they would tell themselves when they were just starting out. Our Chief Human Resources Officer, Abha Bhandair, CPA, CEP, CECP, is kicking off the series with the first edition of her new LinkedIn newsletter, Work in Progress. In “Advice to My Younger Self,” Abha reflects on the experiences that shaped her perspective on hard work, opportunity, and stewardship, and the lessons she has learned over three decades of working across different disciplines and organizations. Read Abha’s reflections below and stay tuned for more advice from colleagues across Focus in the weeks ahead. https://lnkd.in/enJqURpp
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Markets have continued to show resilience during the summer months, with several asset classes posting gains despite a typically quieter period for market activity. In this week’s Two-Minute Market Focus, Focus’ Todd Jones, CAIA, MBA, discusses recent market leadership, why the bond market remains an important area to monitor, and how improving trends in commercial real estate may support a risk-on outlook. https://lnkd.in/eTQmC5XQ
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Many affluent families have access to excellent healthcare, yet still spend countless hours navigating insurance, Medicare, provider networks, billing issues, and claims. On September 10, join us for a webinar, where Emry Health CEO Derek Fitteron and Focus Senior Wealth Advisor Brad Levin, CFP®, CMT®, CEPA™, will discuss how healthcare advocacy services can help simplify the process, reduce administrative burdens, and help families make more informed healthcare decisions. Register today to learn how a concierge approach to healthcare may help protect one of your most valuable assets: your time. https://lnkd.in/eYVQ87z6
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Members of our Institutional Consulting team in the West Hartford and Westport offices recently volunteered at Freshplace, a food pantry serving families in Hartford’s North End. The team spent time sorting donations, organizing inventory, and stocking shelves to support Freshplace’s mission of building long-term food security and self-sufficiency for the community. Thank you to everyone who volunteered their time to support Freshplace and the Hartford community! Gerald Goldberg | Michael Lepore | Shane Reilly | Karen Lexow, CFP®, MBA | Candace Barrett | Austin Monteiro | Nicholas Munson | Kyle Buchanan | Chrysalis Center, Inc.
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Your digital footprint may be larger than you realize. From financial accounts and cloud storage to social media and cryptocurrency, digital assets may play an important role in your estate plan. During tomorrow's “Digital Estate Planning” webinar, Jeffrey Levine will share practical considerations and strategies for helping protect your digital legacy and support your loved ones. https://lnkd.in/drPFyRXn
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Is AI a bubble or the next major market shift? In our latest Focus Perspectives video, Kevin Grogan, CFA, CFP®, Chief Investment Officer of Systematic Strategies, breaks down both sides of the debate and shares what investors should keep in mind when evaluating AI exposure within a diversified portfolio. https://lnkd.in/eyVVrVjb
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During our recent gathering in Boston, associates volunteered with Cradles to Crayons, an organization dedicated to providing children experiencing homelessness or living in low-income households with the essential items they need to thrive. The team quality-checked and sorted donated clothing, helping prepare packages for children throughout the region. Thank you to Cradles to Crayons for welcoming our associates and supporting such meaningful work in the community.
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