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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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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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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