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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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 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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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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