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
August 04, 2026
Quarterly Perspectives: What the Markets Are Telling Us
Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.
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Tax Strategies
August 04, 2026
Optimizing Equity Compensation: Stock Options, RSUs & Taxes
For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.
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Retirement Planning
August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
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Two Minute Market Focus
July 28, 2026
Two-Minute Market Focus: What's Fueling the Market's Resilience?
What trends are shaping market performance today, and what should investors be watching in the months ahead? Listen to this week's Two-Minute Market Focus as Todd Jones shares his perspective on market leadership, earnings growth, and the impact of continued AI investment.
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Investing
July 28, 2026
Q3 Economic Outlook: Fed Policy, Labor Market Trends, and Inflation
In this Focus Perspectives video, Kevin Grogan shares insights on the current economic backdrop, including how a more hawkish Fed, persistent inflation, and a cooling labor market could impact markets and portfolios.
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Investing
July 22, 2026
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
What should investors keep in mind as growth cools and the Fed takes a more hawkish tone? Our latest Quarterly Outlook looks at the key trends shaping the second half of the year, including resilient consumer spending, signs of cooling in the labor market, inflation pressures, and ongoing geopolitical uncertainty.
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Insurance and Protection
July 21, 2026
Personal Liability Insurance: Coverage, Market Conditions, & Trends
What do umbrella policies actually cover? Focus Risk Solutions shares strategies to protect your wealth against rising liability risk.
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Charitable Giving
July 20, 2026
Charitable Bequests: Practical Advice for Tax-Efficient Giving
Discover how charitable bequests may maximize your philanthropic impact while minimizing taxes. Learn strategies for tax-efficient giving.
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Two Minute Market Focus
July 14, 2026
Two-Minute Market Focus
Credit markets have settled into a quieter stretch, with volatility subdued and trading largely range-bound. In this episode, Focus’ Todd Jones shares how spreads might be starting to suggest a different outcome later this year, and takes a look at recent market performance and key correction/recession indicators.
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Investing
July 14, 2026
Why a Steepening Yield Curve Is Good News for Bond Investors
In this Focus Perspectives video, Blerina Hysi explains what a steepening yield curve means for bond investors and why higher long-term yields may support income potential, reinvestment opportunities, and long-term fixed income returns.
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Insurance and Protection
July 06, 2026
How To Defend Your Finances: Top 10 Identity Theft Prevention Tips
Protect your financial identity from fraud. Learn 10 practical ways to help secure accounts, monitor activity, and understand how we keep your data secure.
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Two Minute Market Focus
June 30, 2026
Two-Minute Market Focus
What does SpaceX’s unlock period look like, and how could it impact the company’s price over the intermediate term? In this episode, Focus’ Todd Jones discusses the potential price implications, along with small-company rotation leadership, recent performance trends, and key correction/recession indicators.
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Investing
June 29, 2026
IPOs Are Back—But Should You Buy In?
The initial public offering (IPO) is back and the natural question we've been hearing from clients is a simple one: Should I try to get in?
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Investing
June 25, 2026
Understanding Trump Accounts
Jeff Levine, Chief Planning Officer at Focus Partners, breaks down Trump Accounts and what to watch for as regulations continue to take shape.
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Education Funding
June 22, 2026
Education Planning for High-Net-Worth Families in a Changing Student Loan Landscape
Navigate the 2026 student loan changes with confidence. Discover how to optimize education funding, tax strategies, and legacy planning for your family.
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Lifestyle Services
June 16, 2026
Designing Your New Life in Retirement
Discover how to turn retirement into your most meaningful chapter yet.
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Investing
June 16, 2026
What the Return of the IPO Means for Investors
Initial public offerings are gaining momentum in 2026 with several high-profile companies preparing to go public. We take a deeper look at what this could mean for you.
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Investing
June 16, 2026
What a Kevin Warsh Fed Chairmanship Could Mean for the Markets
Blerina Hysi breaks down how a Warsh-led Fed could impact markets.
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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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