Kovitz

How you get there matters. Not investment advice.

01/20/2026

We are now a part of Focus Partners Wealth! This partnership allows us to bring even more resources, capabilities, and tailored strategies to better serve your financial goals. Follow along at our new handle, Focus Partners Wealth.

https://www.focuspartners.com/

12/18/2025

Just a few more weeks! In early January, Kovitz will combine forces with Focus Partners Wealth!

✅ Your advisory team will not change as a result of this combination
✅ New name, same commitment to your goals
✅ Automatic redirect to our new website
✅ More content—newsletters, commentary, podcasts
✅ A refreshed newsletter experience with broader insights

Starting in January, we’ll begin posting solely from Focus Partners Wealth. Be sure to follow us for firm news, market commentary, and helpful content.

Thank you for your continued trust—we’re looking forward to what’s ahead!

12/16/2025

Kovitz is proud to sponsor Dylan Wu and celebrate an incredible milestone!

Dylan has officially earned his PGA TOUR card for next season after a remarkable performance at PGA TOUR Qualifying. It all came down to a playoff—two players, one spot—and Dylan delivered under pressure with a birdie on the first hole to secure his place.

We’re inspired by his perseverance and composure, and we can’t wait to see what he accomplishes on the PGA TOUR in 2026.

Please join us in congratulating Dylan on this outstanding achievement!

11/20/2025

The new year is just around the corner—and so is our next chapter.

In early 2026, we will officially combine forces with our sister firm Focus Financial Partners to become Focus Partners Wealth. This rebranding represents more than a name change — it marks a formal unification of Kovitz with our sister firm, Focus Partners Wealth, combining our strengths to better serve you and your financial goals.

✅ You will continue to work with the advisors you know and trust – Your advisory team will not change as a result of this combination.
✅ We are committed to acting in your best interests. We will uphold the fiduciary standard, so that recommendations and strategies are designed with you as our primary focus.
✨You will gain access to a broader offering of content, enhanced resources, and additional service offerings.

Starting in 2026, we will begin posting solely on Focus Partners Wealth. Be sure to follow us to stay up-to-date on firm news, market commentary, and helpful content.

Thank you for your continued trust—we hope you are as enthusiastic as we are for what’s ahead.

10/29/2025

We’re pleased to announce a major milestone in our firm’s journey. Starting early 2026, Kovitz will combine forces with a fellow Focus Partners Wealth firm to become Focus Partners Wealth.

This unification reflects our commitment to delivering a more powerful, client-centric experience. By combining our firms, we’re unlocking deeper expertise, broader capabilities, and greater bench strength— which we believe allows us to bring you a more holistic suite of services while preserving the boutique feel and personalized attention you’ve come to value.

Thank you for your continued trust — we’re excited for what’s ahead. Be sure to follow Focus Partners Wealth so you don’t miss future updates.

10/27/2025

💼 Fixed Income Commentary with Jesse Stumpf
Sentiment in fixed income can shift fast. Jesse breaks down how policy uncertainty is impacting risk premiums, and why discipline, selectivity, and patience are key to navigating today’s bond markets.

Read here: https://bit.ly/4opxHtw

📬 Start the week with this essential read. All three 3Q25 commentaries now live!

10/24/2025

📈 Core Equity Commentary with Matt Hayner
3Q25 brought challenges, with portfolio returns lagging benchmarks—but Matt and the team highlight the thoughtful decisions behind holdings, sales, and new additions. A measured, long-term approach remains their focus.

Read Here: https://bit.ly/4hkbudY

🚀 Don’t miss this midweek insight—Fixed Income commentary coming early next week!

10/23/2025

📊 Market Insights with Jason Petitte
The 3Q25 commentary is here! Jason shares a framework for staying disciplined in volatile markets and why sticking to your long-term plan remains key—even as trends like AI spark excitement.

Read here: https://bit.ly/4oviJSL

✨ First of three commentaries this week—stay tuned for Core Equity and Fixed Income insights!

09/30/2025

🗣️ “When everyone is looking one way, sometimes the biggest opportunity is where no one is looking.” – Matt Hayer, speaking on the Beyond the Herd panel by Citywire.

We’re proud to have Matt representing us, diving deep into large-cap US equities, risk, valuation, and what sets disciplined investors apart.

Watch the full panel session & learn more.
https://bit.ly/4pD2sMM

09/22/2025

We’re proud to share that Kovitz has been ranked #32 on Barron’s Top 100 RIA Firms for 2025 — marking our 7th consecutive year on this prestigious list! 🎉

This recognition is a testament to our team’s dedication and the trust our clients place in us every day. We’re deeply grateful to everyone who makes this possible.

09/12/2025

We’re proud to share that Kovitz has been named one of Crain’s 2025 Best Places to Work in Chicago for a fourth time! 🎉

This recognition highlights the culture we’ve built together — one that values collaboration, growth, and putting people first. A big thank-you to our incredible team for making Kovitz such a special place to work and grow.

08/19/2025

Retiring from professional sports marks the beginning of a new chapter—one filled with opportunity, purpose, and financial potential. Our latest article outlines key strategies to help athletes build rewarding post-career ventures through early planning, strong networks, transferable skills, and a focus on well-being.

In this article, Principal and Senior Wealth Advisor Jack Newman discusses how proactive financial planning can empower athletes to transition confidently into life after sports. His insights offer practical guidance for turning years of discipline and dedication into long-term financial success and personal fulfillment.

Read the full article here:
https://bit.ly/3VcEjP6

Address

71 S Wacker Drive, Suite 1860
Chicago, IL
60606

Telephone

+13123347300

Website

http://www.kovitz.com/

Alerts

Be the first to know and let us send you an email when Kovitz posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Capital for Business
300 N. Lasalle Street Suite 4925

Want your business to be the top-listed Finance Company in Chicago?