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News & Blog

The Gold Rush

BLOG, MARKETS & ECONOMICS  |  7 Jan 2010

Gold was in the news for much of 2009, and this year looks to be no different. Television commercials urge you to sell your gold coins and jewelry to take advantage of record prices, while the talking heads of financial TV all weigh in on whether the price will continue to rise, and how high…

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Brokers, Advisors and Planners! Oh My!

BLOG, EDUCATION  |  15 Dec 2009

I spend a lot of time explaining what we do here at Focus. I suspect that most other fee-only financial advisors do the same. It’s not that the folks we are explaining ourselves to are simpletons. They most clearly are not. They are people of above-average intelligence, just like all of our clients here at…

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The FDIC’s dilemma

BLOG, MARKETS & ECONOMICS  |  3 Dec 2009

by Jon Aldrich Just about everyone is familiar with the Federal Deposit Insurance Corporation (FDIC), the federal agency that insures against the loss of deposit accounts (such as checking and savings) in the event of a bank failure. (For a brief history of the FDIC go here http://www.fdic.gov/bank/historical/brief/brhist.pdf . The FDIC insurance coverage is currently…

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Why is the U.S. Dollar becoming the 98lb weakling?

BLOG, MARKETS & ECONOMICS  |  18 Nov 2009

by: Jon Aldrich You cannot go very far these days without hearing talk about the steady weakening of the U.S. dollar. What exactly does it mean to have a weaker dollar? A currency can rise or fall in value in comparison to foreign currencies. When the value of the dollar decreases against other currencies, those…

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Initial Unemployment Claims, week ending Nov. 7th

BLOG, MARKETS & ECONOMICS  |  12 Nov 2009

by: Jon Aldrich Today the Department Of Labor released the initial weekly unemployment claims. From the DOL report: “In the week ending Nov. 7, the advance figure for seasonally adjusted initial claims was 502,000, a decrease of 12,000 from the previous week’s revised figure of 514,000. The 4-week moving average was 519,750, a decrease of…

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November 2009 Newsletter

NEWS, NEWSLETTERS  |  10 Nov 2009

Download Financial Update 2009 Fall Newsletter Another Milestone—Our 25th Year We are very proud this year to be celebrating our 25th year in business. Our firm was formed in 1984 by Bob Lawrenz. At that time it operated under the name Robert Lawrenz Consulting Services. Bob wanted to offer unbiased investment advice to people on…

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Focus Recognized in Wealth Manager Magazine

FOCUS IN THE NEWS, NEWS  |  13 Oct 2009

For the 7th year in a row, Wealth Manager magazine named Focus as a “Top Wealth Manager.” The results were released in the magazine’s July/August 2009 issue. In order to be eligible for consideration, firms are required to be SEC-registered RIAs (Registered Investment Advisors) who have at least 50 million dollars of client assets under…

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Focus Named One of the Country’s Top Financial Advisors

FOCUS IN THE NEWS, NEWS  |  12 Oct 2009

Focus was ranked as one of the top Registered Investment Advisors (RIA’s) in the country by Financial Advisor Magazine in their July 2009 issue. To be eligible for the magazine’s ranking, registered investment advisors must have over 50 million dollars in assets under management, provide financial planning and related services to predominantly individual clients, and…

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