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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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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Investing
March 03, 2026
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.
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Two Minute Market Focus
March 02, 2026
Two-Minute Market Focus
With Iran dominating the headlines, what are some initial takeaways from the conflict in the Middle East? In this episode, Focus Partners’ Todd Jones dives into this topic along with midterm elections, performance trends, and correction/recession indicators.
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Investing
March 02, 2026
Geopolitical Conflict and Markets | A Brief History Lesson
How do markets respond to geopolitical conflict? A historical look at market reactions to global crises, volatility, and long-term investment outcomes.
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Insurance and Protection
March 02, 2026
How To Maximize the Benefits of Your Health Savings Account (HSA)
Learn how investors can maximize the benefits of an HSA through maximizing contributions, investing, and tax-efficient withdrawal planning.
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Tax Strategies
February 26, 2026
Scam-Proof Your Taxes: Why Online Advice Can Lead to Costly Mistakes
In this webinar, Sean Kelly, Senior Director, Tax Services, discusses how to protect your wealth from misinformation, helping you separate smart planning from risky shortcuts.
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Investing
February 24, 2026
AI, Software Volatility, and the Case for Staying Diversified
AI is making tech cheaper and more efficient—and as history shows, that usually boosts usage, not reduces it. Focus Partners’ Chief Investment Strategist Jason Blackwell shares why a diversified portfolio is essential during periods when investment narratives shift quickly.
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Investing
February 23, 2026
Strategies for Managing Portfolio Capital Gains
In this session, Chief Planning Officer Jeffrey Levine shares practical strategies investors can use to help manage portfolio capital gains and reduce their overall tax impact, without losing sight of long-term investment goals.
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Two Minute Market Focus
February 18, 2026
Two-Minute Market Focus
Trends from the fourth quarter of last year are extending into 2026. Where is the strength coming from? In this episode, Focus Partners’ Todd Jones shares information on performance trends and correction/recession indicators.
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Family Life & Transitions
February 17, 2026
7 Things to Do After Your Divorce: A Post-Divorce Checklist
This easy 7-step post-divorce checklist outlines next steps that can help protect your finances, update legal documents, and move forward with confidence.
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Investing
February 11, 2026
Monthly Investment Commentary: February 2026
News around private credit may sound alarming, but the outcomes don’t have to be. As always, prudent manager selection, strong underwriting, and a diversified portfolio can provide a more comfortable future than the headlines may lead you to believe.
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Investing
February 10, 2026
An Overview of Private Credit
Private credit remains sound overall, but recent valuation swings highlight that strong manager selection is essential for investors. Focus Partners’ Kevin Grogan shares three important things that matter when evaluating private credit managers.
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Two Minute Market Focus
February 03, 2026
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones breaks down the latest movements in gold and silver, provides a performance update for 2026, and highlights key recession indicators investors are watching.
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Estate & Trust Planning
February 02, 2026
5 Reasons to Choose an Independent Trustee Over a Family Member
Why choosing an independent corporate trustee instead of a family member can help protect your estate and preserve personal relationships.
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Investing
January 30, 2026
Quarterly Perspectives: Key Investment Themes for 2026
Join our senior investment strategists as they break down the top themes for the year and what they could mean for investors.
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Investing
January 27, 2026
The Economic Crossroads Shaping 2026
While the economy showed strong growth in 2025, emerging risks—such as a cooling labor market and weak consumer confidence—create uncertainty heading into 2026.
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Tax Strategies
January 26, 2026
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income.
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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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