Focused Wealth Management

09/02/2026

Phil DeAngelo joined Morgan Brennan on CNBC’s Morning Call Sheet this morning to discuss the latest market dynamics as rising yields and commodity prices put investors to the test.

Phil touched on how investors should think about higher rates and elevated yields as an opportunity rather than a market risk and how today’s yields are creating opportunities to generate meaningful income and rethink how fixed income fits within a diversified portfolio.

In this environment, Phil says staying disciplined, selective and focused on long-term fundamentals remains critical.

Watch the full conversation here:

Phil DeAngelo of Focused Wealth Management, Craig Johnson of Piper Sandler & Co. and Peter Boockvar of One Point BFG Wealth Partners discuss rising yields, oil, inflation and market risks.

09/01/2026

Welcome to 2 Question Tuesday. In this episode of Two Question Tuesday, host Bob Sellers is joined by Phil DeAngelo, Managing Director of Focused Wealth Management, and Michael Passante, CFP®, CPWA®, Director of Financial Planning, to discuss the investment opportunities surrounding the continued growth of data centers and AI infrastructure, including utilities, independent power producers, nuclear energy, and technology. The conversation then turns to gold, inflation, global debt, interest rates, and what a weaker U.S. dollar could mean for investors. Bob, Phil, and Michael also explore market volatility, technology spending, and how major AI companies are financing continued investment and growth.

This is "2 Question Tuesday – 09/01/2026" by Focused Wealth Management on Vimeo, the home for high quality videos and the people who love them.

08/28/2026

The bond market doesn't care about politics, and that's the point. Phil calls the bond market "the adult in the room" when it comes to U.S. deficit spending. It's one of the only checksleft on bad policy from either side of the aisle. 2

08/27/2026

Our team had a fantastic time last Friday at Mount Saint Mary College’s Annual BBQ! For the second year, we sponsored the ice cream stand, this year with Mary Jane’s ice cream.

It was great catching up with faculty and staff (and sharing a cone and burger) before classes kick off for a new school year. Supporting events like this is part of our commitment to organizations dedicated to education and community, and Mount Saint Mary College definitely fits the bill.

Thank you for having us, MSMC. We're looking forward to next year!

08/25/2026

Welcome to 2 Question Tuesday. This week on Two Question Tuesday, host Bob Sellers once again asks Focused Wealth Management’s Phil DeAngelo and Michael Passante what could derail the current market rally, from interest rates and government debt to geopolitical surprises and a slowdown in tech spending. They also explore how investors can think about the right mix of stocks and bonds, emphasizing that portfolio allocation should reflect individual goals, risk tolerance, income needs, market conditions, and time horizon—not simply age.

This is "2 Question Tuesday – 08/25/2026" by Focused Wealth Management on Vimeo, the home for high quality videos and the people who love them.

08/24/2026

Last week, our team attended the Richmond Community Services golf outing in support of their mission and the individuals they serve. The day was filled with golf, great company, a delicious lunch, and an evening dinner and auction.

Richmond Community Services helps children and adults with developmental disabilities and their families achieve the highest quality of life through individualized services.

Supporting events like this is at the heart of our Good Citizenship Program, which is committed to improving lives, communities, and culture by empowering organizations and individuals dedicated to making the world a better place.

Thank you to the RCS team for having us. We’re proud to support such an incredible organization!

08/21/2026

Is this 1999 all over again? Phil doesn't think so. AI names now make up a huge chunk of the S&P 500, and it's got people nervous about another bust. Phil breaksdown why today's market concentration looks different — and why staying diversified still matters.Read the full white paper: https://focusedwealthmgmt.com/todays-ai-rally-through-the-lens-of-the-late-1990s-tech-boom-2/

08/18/2026

Welcome to 2 Question Tuesday. This week’s 2 Question Tuesday Bob Sellers asks Phil DeAngelo and Matthew Wyant II from Focused Wealth Management about whether the growing concentration of AI-related companies in the S&P 500 could create another boom-and-bust cycle. They also discuss how a potential wealth tax could influence investment decisions, capital movement, municipal bonds, and portfolio management.

This is "2 Question Tuesday – 08/18/2026" by Focused Wealth Management on Vimeo, the home for high quality videos and the people who love them.

08/17/2026

Our Client Relationships Manager and Executive Assistant Holly Bowen is celebrating her six-year Focused Wealth Management anniversary today!

Over the past six years, Holly has become the heart of our team in so many ways. With her expertise and client-focused approach, she plays a vital role in strengthening relationships and supporting the overall firm as we work to provide comprehensive solutions that help each client reach their financial goals.

Holly enjoys travelling and has a deep commitment to her family, as well as every family inside the office. Please join us in celebrating this milestone and thanking her for six years of dedication to Focused Wealth Management!

08/14/2026

529s aren't just for tuition anymore — and Phil's a huge fan. From trade schools to private K-12, these accounts have gotten a lot more flexible. Phil explains why he tells every client, from first-time savers to ultra-high-net-worth families, to use them.