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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Two Minute Market Focus
June 09, 2026
Two-Minute Market Focus
New IPO activity is creating an imbalanced supply-and-demand picture in the stock market. Which way will the market trend once SpaceX, OpenAI, and Anthropic become public? In this episode, Focus Partners’ Todd Jones explores how the equity market supply and demand may create imbalance as well as performance trends and correction/recession indicators.
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Tax Strategies
June 08, 2026
How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services
Discover how integrating wealth management with tax return preparation can optimize your after-tax returns and streamline your financial planning.
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Tax Strategies
June 04, 2026
Making Sense of Your Tax Return
What can your tax return tell you about your finances? This webinar explores the meaning behind the numbers.
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Investing
June 02, 2026
The K-Shaped Economy and What It Means for Your Portfolio
Kevin Grogan explores the “K shaped economy” and why staying diversified remains the smartest approach for your portfolio.
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Two Minute Market Focus
May 27, 2026
Two-Minute Market Focus
How do inflation trends from the 1970s compare to the 2020s? In this episode, Focus Partners’ Todd Jones explores inflation progression, performance trends, and correction/recession indicators.
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Investing
May 26, 2026
9 Signs You’ve Outgrown Your Financial Advisor – And How to Choose the Right One
Wondering how to choose a financial advisor? Here are nine signs it may be time for a change, and what to look for in your next advisor.
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Investing
May 19, 2026
Private Credit: The Harder Questions
When it comes to private credit, a number of questions can arise, including those around asset class, credit quality, and steps investors may wish to take. We follow up on our earlier discussion about this topic and dive beneath the headlines to offer our thoughts.
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Investing
May 19, 2026
Navigating Uncertainty: What Inflation Means for Bonds Today
While inflation has eased, it remains a significant driver of behavior in the bond market.
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Two Minute Market Focus
May 12, 2026
Two-Minute Market Focus
The “Buffett Indicator” is breaching into all-time high levels. What could this signal for the markets? In this episode, Focus Partners’ Todd Jones explores this gauge as well as Magnificent Seven earnings, performance trends, and correction/recession indicators.
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Family Life & Transitions
May 11, 2026
LGBTQ+ Financial Planning: Key Challenges and Opportunities
Learn how LGBTQ+ financial planning addresses family-building expenses, same-sex marriage tax benefits, estate planning, and wealth strategy.
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Investing
May 05, 2026
When a Plan Works
March’s sharp market drop and quick recovery underscored that diversification, staying invested, and following a sound plan can carry investors through uncertain periods.
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Investing
May 01, 2026
Quarterly Focus Perspectives Webinar: What’s Moving Markets Now
In a rapidly shifting market landscape, staying informed can be a strong advantage. This in-depth webinar explores the forces shaping portfolios in 2026.
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Family Life & Transitions
April 30, 2026
Solo Seniors: How to Create a Strong and Reliable Support System
In this session, Joan Garbow, Aging Life Care Director, explores how individuals aging without a built-in support system can remain independent, protected, and in control through proactive planning. The presentation reframes aging support as something that can be intentionally designed, rather than assumed, long before a crisis occurs.
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Estate & Trust Planning
April 28, 2026
Estate Planning 101
In this session, the Focus Trust and Estate Solutions team shares why estate planning matters, key components of an estate plan, and when to consider a trust.
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Two Minute Market Focus
April 28, 2026
Two-Minute Market Focus
Is the bottleneck in the semiconductor sector real? In this episode, Focus Partners’ Todd Jones unpacks this timely topic and shares his thoughts on the SpaceX IPO, performance trends, and correction/recession indicators.
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Business Ownership
April 27, 2026
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
A step-by-step business succession planning checklist to help protect valuation, reduce tax exposure, and align your exit with long-term wealth goals.
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Investing
April 21, 2026
Q2 Economic Outlook
Markets face a volatile start to the second quarter amid geopolitical tensions and rising oil prices, even as economic growth slows but remains intact.
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Investing
April 21, 2026
Geopolitical Tensions Take Center Stage, Clouding Future Growth Outlook
Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second quarter of 2026.
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Two Minute Market Focus
April 13, 2026
Two-Minute Market Focus
First quarter earnings expectations are strong, but the broader economic picture in 2026 has been anything but clear. In this episode, Focus’ Todd Jones examines whether markets may be overlooking some cautionary economic signals.
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Tax Strategies
April 13, 2026
What Is Capital Gains Tax? 2026 Rates Explained
Did you know that capital gains tax can significantly impact your after-tax returns? In this guide, we break down 2026 short-term and long-term capital gains tax rates and what high-net-worth investors should understand before selling appreciated assets.
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Investing
April 07, 2026
The Hidden Cost of Waiting for a Better Entry Point
Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place.
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Two Minute Market Focus
March 30, 2026
Two-Minute Market Focus
A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators.
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Investing
March 30, 2026
Bear Market vs. Bull Market: What Retirees Need to Know
Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.
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Cashflow & Budgeting
March 27, 2026
Is Now a Good Time To Buy a House?
In this webinar, Chief Planning Officer Jeffrey Levine explores the key factors buyers should consider when deciding whether they are ready to purchase a home in the current market. The session provides perspective on how interest rates and housing supply interact, how these dynamics influence pricing and affordability, and what practical strategies buyers can evaluate as they plan their next steps.
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Investing
March 24, 2026
Global Equities Take the Lead: A New Shift in Market Performance
International stocks have recently begun to outperform U.S. stocks. What is driving this shift?
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Investing
March 18, 2026
Monthly Investment Commentary: March 2026 - What the Iran Conflict Means for Investors
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability.
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Two Minute Market Focus
March 17, 2026
Two-Minute Market Focus
Are there any signals coming from high yield or volatility markets that give us concern? In this episode, Focus Partners’ Todd Jones covers this timely topic, the current state of private equity dry powder and how it may relate to public market trading, the recent Cliffwater article featured in The Wall Street Journal, performance trends, and correction/recession indicators.
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Family Life & Transitions
March 16, 2026
How to Save for Your Baby’s Future: Financial Planning for New Parents
Saving for your baby’s future starts early. Learn how to plan expenses, update insurance, use tax benefits, and build long-term savings.
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Lifestyle Services
March 13, 2026
Multigenerational Travel: Building Your Family’s Legacy Through Shared Adventure
Learn how to plan a multigenerational trip that strengthens family bonds and supports legacy planning. Discover expert strategies for meaningful travel.
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Investing
March 10, 2026
Why Rebalancing Matters: Keeping Your Portfolio on Track
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay focused on long-term goals, rather than short-term market swings.
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