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
January 21, 2026
Two-Minute Market Focus
What are the implications for active strategies when market dispersion is elevated? In this episode, Focus Partners’ Todd Jones shares how wide differences in asset class performance can create opportunities for active managers as fundamentals, sentiment, and economic signals diverge.
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Investing
January 21, 2026
Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market
Even though unemployment rose in the third quarter of 2025, the U.S. economy showed strong momentum due to robust consumer spending. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into 2026.
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Investing
January 12, 2026
The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards.
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Investing
January 12, 2026
How to Hire a Financial Advisor
While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust.
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Two Minute Market Focus
January 05, 2026
Two-Minute Market Focus
Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks.
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Retirement
January 05, 2026
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Health care costs in retirement can be significant, with many U.S. retirees facing lifetime medical expenses that can reach well into the tens or even hundreds of thousands of dollars. This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
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Investing
December 30, 2025
Key Investment Themes in 2026
On paper, it was a great year for investors. Looking back on 2025, it may be easy to forget just how challenging it felt at times.
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Family Life & Transitions
December 22, 2025
6 Money Lessons for Raising Financially Responsible Children
Helping children build financial literacy early sets the stage for lifelong money confidence. This article shares six practical lessons to help parents guide their kids in understanding the value of money and developing smart financial habits.
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Investing
December 16, 2025
What to Know About the Fed’s Third Interest Rate Cut in 2025
In this video, Focus Partners’ Kevin Grogan breaks down why a softening labor market played a key role in the Fed’s decision to cut interest rates, what this latest move could mean for market conditions, and the outlook for additional rate cuts heading into 2026.
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Two Minute Market Focus
December 16, 2025
Two-Minute Market Focus
Happy holidays from Focus Partners’ Todd Jones and the “Two-Minute Market Focus” team! In the last episode of 2025, Todd shares his thoughts on market performance over the last quarter, earnings growth estimates for 2026, outlier risks, correction/recession indicators, and more.
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Tax Strategies
December 15, 2025
Using QCDs to Unlock the New Senior Tax Deduction
The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income (MAGI) with their tax preparer now.
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Investing
December 11, 2025
Monthly Investment Commentary: December 2025
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Yet strong earnings, tax benefits for consumers, and AI-related productivity gains could help position the economy for continued resilience.
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Two Minute Market Focus
December 02, 2025
Two-Minute Market Focus
While the broader S&P 500 experienced an average drawdown in November, underlying sector movement was much more meaningful. In this episode, Focus Partners’ Todd Jones discusses what we can infer from this dynamic. He also shares updates on recent market performance and recession indicators.
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Investing
December 02, 2025
What AI Spending Could Mean for Investors
Artificial intelligence (AI) is growing at a remarkable pace, creating new possibilities as well as important considerations for investors. In this video, Focus Partners’ Kevin Grogan explores how AI business models are evolving and what these changes could mean for the investing landscape ahead.
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Tax Strategies
November 24, 2025
Year-End Tax Planning: Set Yourself Up for Success in 2026
Join Chief Planning Officer Jeffrey Levine for a discussion on how these changes—and upcoming updates from the SECURE Act 2.0—could affect your planning in 2025 and 2026.
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Charitable Giving
November 24, 2025
Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?
Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next year. These rules may influence the timing and structure of your giving.
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Two Minute Market Focus
November 18, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones is joining us from the Partners Investment Summit in the desert oasis of Scottsdale. One of the key ideas that team members are discussing at the symposium is the AI bubble risk. Todd explores what this development may mean and shares updates on recent market performance and recession indicators.
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Investing
November 18, 2025
What Surprising Earnings Strength Could Signal for Markets
S&P 500 earnings are beating expectations, with broad growth across sectors like tech, health care, and industrials. Strong corporate profits keep stock market momentum high despite elevated valuations. Focus Partners’ Jason Blackwell breaks down what this could mean for markets.
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Investing
November 17, 2025
Monthly Investment Commentary: November 2025
With third-quarter earnings beating expectations, should investors be concerned about headlines warning that valuations are high? We take a closer look at whether valuations are stretched—and the ways they could adjust.
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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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