October 30th, 202511:00 am CT
October 30th, 2025 | 11:00 am CT
Virtual
Quarterly Perspectives: Wrapping Up Investment Trends in 2025
Markets are breaking records, the Fed is shifting gears, and concentration in a handful of stocks is reshaping portfolios. What does it all mean for you as an investor?
Join us for our next Quarterly Perspectives webinar featuring our senior investment strategists who will unpack the latest market trends. They’ll cover what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.
What we’ll cover:
- Investing from All-Time Highs. Record-setting markets often make investors more cautious. We’ll explore what history says about investing at peaks, the reality of forward returns, and common behavioral traps to avoid.
- The Fed’s Next Moves. With the Fed pivoting on policy, we’ll examine how the pace of easing impacts portfolios, the broader economy, and which sectors may benefit.
- Market Concentration. Mega-cap dominance is driving both returns and risks. We’ll discuss when concentration is a sign of strength versus fragility and how to adjust exposure.
We’re looking forward to answering your questions live during the webinar. Join the conversation by registering today!
The information provided is educational and general in nature and is not intended to be, nor should it be construed as, specific investment advice. This reflects the opinions of Focus Partners or its representatives and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future.
©2025 Focus Partners Wealth, LLC. All rights reserved.
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Featured Speakers
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As Chief Investment Officer of Systematic Strategies for Focus Partners, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy. Kevin co-authored "The Only Guide You’ll Ever Need for the Right Financial Plan" with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.
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As Managing Director, Investment Strategy Kristi works closely with other members of the Investment Leadership team to establish and update Focus Partners Wealth investment portfolios with a particular focus on strategic asset allocation and systematic approaches.
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As the Chief Investment Strategist and a Principal of Focus Partners, 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.