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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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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June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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June 17, 2025
Is It Time to Worry About the National Debt?
The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.
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June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
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June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.
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June 03, 2025
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.
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May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
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May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
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May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
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April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
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April 29, 2025
Quarterly Perspectives: Tariffs, Inflation, and Market Trends
Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.
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April 22, 2025
Should Investors Be Focusing More on International Stocks?
In the first quarter, international stocks outperformed U.S. stocks, marking a potential reversal in a decade-long trend of U.S. market dominance. Focus Partners’ Kevin Grogan shares perspectives on staying diversified across regions no matter which one is currently leading the trend.
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April 14, 2025
Special Market Update: Navigating Tariffs and Volatility
In this session, our senior investment strategists provide perspective, discuss potential outcomes, and answer your questions.
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April 10, 2025
Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies
The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.
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April 09, 2025
Focus Perspectives: The Market’s Reaction to Tariff Policy Shocks
Focus Partners’ Kevin Grogan shares perspectives on the market’s reaction to President Trump’s tariff announcement on April 2—and actions investors may consider taking during periods of market stress.
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April 03, 2025
Market Update: The Trump Tariff Strategy
In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.
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March 31, 2025
Is U.S. Outperformance Sustainable?
Over the last decade, U.S. stocks have enjoyed a strong run, significantly outperforming international markets. But if history is any guide, market cycles tend to shift over time. What might this mean for investors?
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March 25, 2025
Key Considerations Before Investing in Alternatives
As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? Focus Partners’ Kevin Grogan explores what alternative investments are and highlights some key considerations before adding them to your portfolio.
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March 11, 2025
Staying Invested During Uncertain Times
Should investors stay the course when uncertainty rises? Focus Partners’ Jason Blackwell provides perspectives on investing when market sentiment becomes less optimistic.
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March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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February 25, 2025
How Could the Trump Administration’s Policies Affect Your Portfolio?
How might the Trump administration’s key policies affect your portfolio? Focus Partners’ Kevin Grogan provides perspectives on the potential economic impact of two of Trump’s major policies—immigration and the corporate tax rate.
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February 12, 2025
How Could Tariff Policies Affect the Economy?
With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
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