Focused Wealth Management

10/16/2026

A $50,000 benefit can act like a $1 million asset.At today’s rates, steady inflation-adjusted income carries real weight. Mike explains how to factor Social Security intoyour retirement plan.

10/15/2026

Earlier this month, our own Ryan Swanson spoke at the 2026 BPAS Partner Conference held in Portland, Maine.

The conference brought together BPAS leadership, industry experts, and workplace retirement plan advisors for two days of strategic discussion, networking, and engaging sessions on today's retirement landscape.

Ryan was featured on the “The Future of Retirement Plans: Innovation, Insights, and Industry Impact" advisor panel, where he shared our team's experience with attendees from across the industry.

Conversations like this reflect our ongoing commitment to the retirement plan field and the plan sponsors and participants we serve. Thank you to Ryan and BPAS for a great conference and strong partnership!

10/14/2026

Earlier this month, our team attended the Inspire Foundation’s annual Shining Stars Celebration, which benefits Inspire programs and services that support children and adults with intellectual and developmental disabilities.

This year, the celebration honored the individuals and organizations who leave a lasting impact on the lives of people with disabilities through their continued dedication of time and resources. We’re proud to support organizations like the Inspire Foundation and grateful for the chance to uplift those who work each day to better our communities.

10/13/2026

Welcome to 2 Question Tuesday. This week on Two Question Tuesday, host Bob Sellers asks Focused Wealth Management’s Phil DeAngelo and Michael Passante how persistent inflation could affect the stock market and what retirees should consider when managing their Social Security benefits. They discuss the difference between reported inflation and the rising costs consumers experience in everyday expenses, including groceries, energy, and healthcare. Phil and Michael also examine how inflation, interest rates, and corporate earnings can influence investment performance. The conversation then turns to retirement planning, including Social Security cost-of-living adjustments, Medicare premiums, and strategies for determining when to begin collecting benefits. Throughout the discussion, they emphasize the importance of diversification, managing risk, and aligning financial decisions with individual retirement goals.

This is "2 Question Tuesday – 10/13/2026" by Focused Wealth Management on Vimeo, the home for high quality videos and the people who love them.

10/12/2026

Our team was honored to attend Mount Saint Mary College's 17th Annual Gala, which benefits current and future students.

This year’s Gala was MSMC’s most successful yet, with a record-breaking auction that directly supports vital scholarship funds. We’re grateful to have been included in such a great evening that makes extraordinary investments into students’ futures.

Thank you to MSMC for having us. Go Knights!

10/09/2026

The hyperscalers are borrowing because they can. They’re cash rich and light on debt, so big tech is funding growth through bond sales. The signal to watch is whetherbuyers ever stop showing up at auction.

10/07/2026

Phil DeAngelo was back at CNBC’s Morning Call today to share his perspective on the markets and where he continues to see opportunities for investors as we head into the fourth quarter.

Phil discussed the roles that technology and treasuries can play in diversified portfolios, how inflation and oil are impacting the current conditions and what investors can do to navigate a hot market while staying focused on the long term.

Watch Phil’s full conversation With Morgan Brennan here:

Phil DeAngelo, Managing Director at Focused Wealth Management, discusses his bullish outlook on tech, Treasuries, Fed policy, inflation, oil prices and expectations for a strong market.

10/06/2026

Welcome to 2 Question Tuesday. This week on Two Question Tuesday, host Bob Sellers asks Focused Wealth Management’s Phil DeAngelo and Michael Passante what they will be watching as the next earnings season approaches. They discuss why forward guidance, earnings growth, cash levels, borrowing needs, and corporate debt can provide important insight into where companies and the broader market may be headed. The conversation then turns to today’s higher interest rate environment and the opportunities it may present for savers and retirees. Phil and Michael discuss Treasury yields, fixed income, real returns, and how investors can consider these opportunities as part of a diversified portfolio while remaining mindful of risk.

This is "2 Question Tuesday – 10/06/2026" by Focused Wealth Management on Vimeo, the home for high quality videos and the people who love them.

10/05/2026

For years, nonprofits had limited options for earning meaningful returns on their safest assets. Today’s higher-rate environment has changed the conversation.

In our latest piece, Phil DeAngelo and Jacob Friedman take a look at how U.S. Treasury ladders can help 501(c)(3) organizations lock in today’s yields while adding more predictability around when principal is returned.

With Treasury yields still at attractive levels, it could be a good time for nonprofit boards to take another look at how their reserves and fixed-income allocations are working for them.

Read the full piece to learn more about Treasury ladders and what nonprofits should consider when evaluating the strategy.

https://focusedwealthmgmt.com/wp-content/uploads/2026/10/treasury-ladders-501c3-clients-updated-2026-10-02-004.pdf

10/02/2026

Phil loves blockchain. He's not a fan of Bitcoin.
There's a real difference between the technology and the asset, he says. A currency that swings 30-40% isn't what he considers a store of value.