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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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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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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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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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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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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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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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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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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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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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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October 07, 2025
How Are Today’s Mega Cap Stocks Different?
Today’s mega cap stocks appear built for more staying power than past market leaders, driving fresh innovation and growth. Focus Partners’ Jason Blackwell explains what sets them apart—and why investors still need to balance concentration risks.
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September 30, 2025
What a Government Shutdown Could Mean for Markets
The U.S. government is poised to shut down tonight if policymakers fail to reach a funding deal. Focus Partners’ Jason Blackwell breaks down how markets have reacted in past shutdowns—and three ways this one could play out differently.
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September 23, 2025
Why Did the Fed Lower Rates?
The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, Focus Partners’ Jason Blackwell explores why the Fed is taking action.
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September 15, 2025
Monthly Investment Commentary: September 2025
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve is widely expected to resume cutting interest rates. The natural question is: What does this mean for my investments?
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September 09, 2025
The Rise of the Retail Investor
Retail investors are driving more of today’s market action than ever before. Focus Partners’ Kevin Grogan shares what is behind this trend and what it may mean for long-term investors.
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August 26, 2025
Investing at All-Time Highs
When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history and data reveal about investing at all-time highs.
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August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
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August 15, 2025
Understanding The Different Types of Financial Advisors
Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals.
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August 12, 2025
Market Concentration and the AI Boom
Focus Partners’ Kevin Grogan breaks down market concentration, the dominance of the “Magnificent 7,” and why diversification still matters, especially in times of tech-fueled growth.
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August 05, 2025
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
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August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
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July 29, 2025
The Economic Outlook for Q3 2025
Focus Partners' Kevin Grogan looks ahead to the second half of 2025, sharing our latest perspectives on the economy.
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July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
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July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
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July 15, 2025
What Impact Could Oil Prices Have on Investors?
Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.
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July 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
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