Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Tax Strategies
November 10, 2025
Save More on Taxes: Planning Strategies to Review Before Year-End
Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.
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Investing
November 04, 2025
Quarterly Perspectives: Wrapping Up Investment Trends in 2025
Watch the replay of our Quarterly Perspectives webinar featuring our senior investment strategists who unpacked the latest market trends. They covered what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.
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Investing
November 04, 2025
How Technology Is Shaping Investor Behavior
Investor behavior has shifted dramatically over the last 10–20 years—and it’s reshaping how markets work and investors’ returns. In this video, Focus Partners’ Kevin Grogan explores what’s driving these changes, the role technology plays, and how investors can stay disciplined and make smarter decisions in today’s fast-paced environment.
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Two Minute Market Focus
October 28, 2025
Two-Minute Market Focus
What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an update on recession indicators.
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Retirement
October 27, 2025
What to Do With an Inherited IRA: 6 Options to Consider
Inherited an IRA? Whether you’re planning to leave one to your adult children or have recently inherited one, knowing your options is key. Learn 6 strategies to manage distributions, minimize taxes, and maximize your inheritance.
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Lifestyle Services
October 21, 2025
Proactive Planning for Aging and Longevity: Top 10 Considerations
As lifespans increase, thoughtful planning is more important than ever. In this Focus Partners Wealth Lifestyle Services webinar, Aging Life Care Director Joan Garbow highlights the top 10 considerations for aging well and maintaining a healthy, empowered lifestyle in your elder years.
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Investing
October 21, 2025
The Economic Outlook for Q4 2025
The latest economic data is sending mixed signals—job growth is cooling, yet overall momentum remains surprisingly strong. In this video, Focus Partners’ Kevin Grogan unpacks what’s driving this divergence and what it could mean for investors moving forward.
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Investing
October 21, 2025
Quarterly Outlook: Job Growth Slows in the Face of Strong Growth
The U.S. job market has cooled notably, with job gains slowing and consumer sentiment weakening, prompting the Federal Reserve to cut interest rates. Still, economic growth and consumer spending remain resilient, supporting a 3.8% annualized expansion in Q3 and keeping recession risks relatively low.
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Investing
October 14, 2025
Quarterly Investment Commentary: October 2025
How durable are today’s U.S. mega cap companies? Many investors have noticed that just a handful of large U.S. companies now drive much of the stock market’s performance. While stock concentration can be unsettling, it also reflects one of the core strengths of markets: their ability to evolve.
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Two Minute Market Focus
October 13, 2025
Two-Minute Market Focus
Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in the private debt sector and provides an update on performance and recession indicators.
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Charitable Giving
October 13, 2025
How to Give to Charity Under the New OBBBA Rules
Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.
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Investing
October 07, 2025
How Are Today’s Mega Cap Stocks Different?
Today’s mega cap stocks appear built for more staying power than past market leaders, driving fresh innovation and growth. Focus Partners’ Jason Blackwell explains what sets them apart—and why investors still need to balance concentration risks.
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Business Ownership
October 01, 2025
The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners
Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.
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Investing
September 30, 2025
What a Government Shutdown Could Mean for Markets
The U.S. government is poised to shut down tonight if policymakers fail to reach a funding deal. Focus Partners’ Jason Blackwell breaks down how markets have reacted in past shutdowns—and three ways this one could play out differently.
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Two Minute Market Focus
September 29, 2025
Two-Minute Market Focus
How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators.
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Estate & Trust
September 29, 2025
Should You Have a Trust?
Join Chief Planning Officer Jeffrey Levine, who breaks down the basics so you can better understand if a trust might be the right fit for your estate plan.
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Tax Strategies
September 29, 2025
What’s the Difference Between Estate and Gift Taxes?
Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and ensure their heirs inherit what they’ve worked hard to build. Here’s what you should know about estate taxes and gift taxes and how you can prepare for their impact on your wealth planning.
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Investing
September 23, 2025
Why Did the Fed Lower Rates?
The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, Focus Partners’ Jason Blackwell explores why the Fed is taking action.
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Charitable Giving
September 17, 2025
The One Big Beautiful Bill Act's Impact on Charitable Planning
Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.
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Two Minute Market Focus
September 15, 2025
Two-Minute Market Focus
The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current environment and provides an update on performance and recession indicators.
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Investing
September 15, 2025
Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does this mean for my investments?
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Investing
September 09, 2025
The Rise of the Retail Investor
Retail investors are driving more of today’s market action than ever before. Focus Partners’ Kevin Grogan shares what is behind this trend and what it may mean for long-term investors.
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Tax Strategies
September 08, 2025
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.
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Two Minute Market Focus
September 04, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones examines the high performance of gold and the rebounding of Chinese stocks, sharing his opinion of what these developments could mean. He also provides an update on market performance and recession indicators.
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Investing
August 26, 2025
Investing at All-Time Highs
When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history and data reveal about investing at all-time highs.
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Tax Strategies
August 25, 2025
What the One Big Beautiful Bill Means for Retirees
Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.
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Tax Strategies
August 25, 2025
New Tax Rules, New Considerations for Business Owners
Join Chief Planning Officer Jeffrey Levine as he breaks down what business owners need to know when reviewing their 2025 plans—and how to position yourself strategically for years to come.
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Lifestyle Services
August 25, 2025
Safeguarding Your Identity and Data in the Digital Marketplace
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.
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Family Life & Transitions
August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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Two Minute Market Focus
August 18, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones examines U.S. IPO activity and explores how current sector concentration relates to past periods in the market history. He also provides an update on market performance and recession indicators.
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