April 10th, 20251:00 p.m. CT
April 10th, 2025 | 1:00 p.m. CT
Virtual
Market Update & The Trump Tariff Strategy
Following the Trump administration’s recent announcements regarding new tariffs on imported goods, markets have responded with increased volatility. Understandably, this has raised questions and concerns for many investors. We invite you to join our senior investment strategists for a special market update designed to provide clarity, perspective, and thoughtful guidance during this time of uncertainty.
What we’ll cover:
- What the new tariffs could mean for economic growth through the rest of 2025
- Why diversification remains a strong foundation for long-term investing – and how international stocks, high-quality bonds, and alternatives are showing resilience
- How market volatility can create unique opportunities for investors
- The importance of staying focused on your long-term goals
We’re here to support you with insights and answers. Bring your questions and join us live by registering today.
Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. The information provided is educational and general in nature and is not intended to be, nor should it be construed as, specific investment, tax, or legal advice. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. ©2025 Focus Partners Wealth, LLC. All rights reserved. RO-25-4382781
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
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Kevin Grogan is Chief Investment Officer of Systematic Strategies for Focus Partners, which is comprised of Focus Partners Wealth and Focus Partners Advisor Solutions. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.
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Jason Blackwell, CFA®
Chief Investment Strategist
As the Chief Investment Strategist at Focus Partners Wealth, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves on the Focus Partners Investment Committee and is a spokesperson for Focus Partners Investment Management.
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Todd Jones, MBA, CAIA®
Chief Investment Officer
Todd’s primary role is leading and overseeing the investment platform, which encompasses strategies in equities, fixed income, derivatives, and alternative assets (both liquid and illiquid). In addition to this, Todd leads the Investment Committee (IC), is a member of the Alternative Investment Committee (AIC) and is portfolio manager for the firm’s private growth strategy, Trailhead Growth LP.
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As a divisional president at Focus Partners Wealth, Wendy Hartman is responsible for providing strategic leadership and works with our advisory department leaders to oversee and implement goals and team plans to achieve our firm’s strategic priorities. She is charged to ensure the effective delivery of our overall client experience in conjunction with our advisor experience. Her leadership is not a responsibility she takes lightly. After decades of serving as a wealth advisor, she understands firsthand the power and reward of watching clients, their children and sometimes grandchildren meet their financial goals. She is proud to lead a team that safeguards so many financial futures and allows clients to spend their time enjoying life and fulfilling their dreams that matter most.
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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June 18th, 2025 | 11:00 a.m. CT
Virtual
Springboard to New Adventures: Off the Radar Travel Trends & Hidden Gems for 2025
Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
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June 26th, 2025 | 11:30 a.m. CT
Virtual
Advanced Planning Workshop Webinar | 5 Steps to Creating a Less Taxing Retirement
In this webinar, Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.
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August 21st, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.