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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September 16, 2026
What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
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September 09, 2026
Two-Minute Market Focus: Keeping An Eye on Future Returns as Commodities Lead Markets Higher
Commodities led markets higher over the past 30 days as renewed geopolitical tensions added pressure to global energy markets. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, what signals or warning signs net U.S. equity issuance can provide, and the global bond yield trends we are watching closely for potential volatility.
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September 08, 2026
Why Diversification Matters Within Fixed Income
Why should investors consider holding different types of bonds? In this Focus Perspectives video, Blerina Hysi explains how diversification within fixed income can help support a more balanced portfolio.
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August 25, 2026
Two-Minute Market Focus: The Commercial Real Estate Comeback
The office real estate sector continues to recover from a dramatic bear market in 2022 and 2023. In this week’s Two-Minute Market Focus, Todd Jones shares what insights we can take from this occurrence, as well as the third quarter 2026 performance and correction and recession indicators.
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August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
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August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
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August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
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August 11, 2026
Two-Minute Market Focus: Third Quarter 2026 Performance
What does recent market performance suggest about the health of the economy, and which signals should investors monitor next? Listen to this week’s Two-Minute Market Focus as Todd Jones shares his perspective on the third quarter market leadership, underlying economic strength, and the bond market’s role as a potential early warning indicator.
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August 11, 2026
Why Cash May Be Riskier Than You Think
In this Focus Perspectives video, Blerina Hysi shares how excess cash may expose investors to reinvestment and inflation risks that can affect long-term purchasing power.
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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