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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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 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 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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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 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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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