Insights & Resources
Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.
-
November 09, 2026
What the 2026 Midterm Election Results Mean for Investors
The 2026 midterm elections shifted control of Congress to Democrats, creating a new political landscape for the final two years of President Donald Trump’s term. Watch the video for our perspective on what the midterm results could mean for investors and markets in 2027.
Watch the video -
November 06, 2026
Quarterly Perspectives: Midterms, Inflation, and AI
Explore five key investment insights from Focus Partners' Quarterly Perspectives webinar, covering midterm elections, inflation, AI and portfolio diversification.
Watch the replay -
November 04, 2026
Protecting Purchasing Power in an Inflationary Environment
Inflation can erode purchasing power over time. In this Focus Perspectives video, Blerina Hysi explores how Treasury Inflation-Protected Securities (TIPS) work, the risks and tax considerations to keep in mind, and their role in a diversified fixed income portfolio.
Watch the video -
November 03, 2026
Two-Minute Market Focus: Europe’s Banks May Signal New International Opportunities
What does the recent performance of European financial stocks suggest about future returns for international developed market stocks? In this week’s Two-Minute Market Focus, Todd Jones reviews the longer-term market picture, the bond market’s flat showing amid inflation pressure, and why Europe’s banking sector could point to new opportunities abroad.
Listen to the podcast -
October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article -
October 19, 2026
Monthly Investment Commentary: How Private Investments Could Impact Your 401(k)
Policy changes, litigation, and new investment products are making alternative assets more accessible in retirement plans, particularly through target date funds. Kevin Grogan, Focus’ CIO, Systematic Strategies, explores how private investments are valued and whether that valuation accurately reflects their risk.
Watch the video -
October 19, 2026
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.
Read the article -
October 07, 2026
Two-Minute Market Focus: Rising Treasury Yields Put Bond Market Volatility in Focus
Commodities led markets over the past 90 days, while bonds and small-cap stocks declined as Treasury yields moved higher. In this week’s Two-Minute Market Focus, Todd Jones examines the rise in five-year Treasury yields, the factors contributing to higher real yields, and the growing disconnect between bond and equity market volatility.
Listen to the podcast -
October 06, 2026
What Could the Next 12 Months Look Like for Bond Investors?
In this Focus Perspectives video, Blerina Hysi explores what the next 12 months could hold for bond investors amid uncertainty around Federal Reserve policy, inflation, and economic growth.
Watch the video -
October 01, 2026
The Backdoor Roth IRA: A High Earner’s Potential Path to Tax-Free Growth
A backdoor Roth IRA may help high earners build tax-free retirement wealth. Explore the strategy, tax implications, and planning considerations.
Read the article -
September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
Listen to the podcast -
September 16, 2026
Monthly Investment Commentary: What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
Watch the video -
September 09, 2026
Registered Investment Advisor vs. Broker-Dealer: How Are They Different?
Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.
Read the article -
September 09, 2026
Two-Minute Market Focus: Keeping An Eye on Future Returns as Commodities Lead Markets Higher
Commodities led markets higher over the past 30 days as renewed geopolitical tensions added pressure to global energy markets. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, what signals or warning signs net U.S. equity issuance can provide, and the global bond yield trends we are watching closely for potential volatility.
Listen to the podcast -
September 08, 2026
Why Diversification Matters Within Fixed Income
Why should investors consider holding different types of bonds? In this Focus Perspectives video, Blerina Hysi explains how diversification within fixed income can help support a more balanced portfolio.
Watch the video -
August 25, 2026
Two-Minute Market Focus: The Commercial Real Estate Comeback
The office real estate sector continues to recover from a dramatic bear market in 2022 and 2023. In this week’s Two-Minute Market Focus, Todd Jones shares what insights we can take from this occurrence, as well as the third quarter 2026 performance and correction and recession indicators.
Listen to the podcast -
August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
Watch the video -
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
Read the article -
August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
Read the article -
August 11, 2026
Two-Minute Market Focus: Third Quarter 2026 Performance
What does recent market performance suggest about the health of the economy, and which signals should investors monitor next? Listen to this week’s Two-Minute Market Focus as Todd Jones shares his perspective on the third quarter market leadership, underlying economic strength, and the bond market’s role as a potential early warning indicator.
Listen to the podcast -
August 11, 2026
Why Cash May Be Riskier Than You Think
In this Focus Perspectives video, Blerina Hysi shares how excess cash may expose investors to reinvestment and inflation risks that can affect long-term purchasing power.
Watch the video -
August 04, 2026
Quarterly Perspectives: What the Markets Are Telling Us
Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.
Watch the replay -
August 04, 2026
Optimizing Equity Compensation: Stock Options, RSUs & Taxes
For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.
Watch the replay -
July 28, 2026
Two-Minute Market Focus: What's Fueling the Market's Resilience?
What trends are shaping market performance today, and what should investors be watching in the months ahead? Listen to this week's Two-Minute Market Focus as Todd Jones shares his perspective on market leadership, earnings growth, and the impact of continued AI investment.
Listen to the podcast -
July 28, 2026
Q3 Economic Outlook: Fed Policy, Labor Market Trends, and Inflation
In this Focus Perspectives video, Kevin Grogan shares insights on the current economic backdrop, including how a more hawkish Fed, persistent inflation, and a cooling labor market could impact markets and portfolios.
Watch the video -
July 22, 2026
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
What should investors keep in mind as growth cools and the Fed takes a more hawkish tone? Our latest Quarterly Outlook looks at the key trends shaping the second half of the year, including resilient consumer spending, signs of cooling in the labor market, inflation pressures, and ongoing geopolitical uncertainty.
Read the article -
July 14, 2026
Two-Minute Market Focus
Credit markets have settled into a quieter stretch, with volatility subdued and trading largely range-bound. In this episode, Focus’ Todd Jones shares how spreads might be starting to suggest a different outcome later this year, and takes a look at recent market performance and key correction/recession indicators.
Listen to the podcast -
July 14, 2026
Why a Steepening Yield Curve Is Good News for Bond Investors
In this Focus Perspectives video, Blerina Hysi explains what a steepening yield curve means for bond investors and why higher long-term yields may support income potential, reinvestment opportunities, and long-term fixed income returns.
Watch the video -
June 30, 2026
Two-Minute Market Focus
What does SpaceX’s unlock period look like, and how could it impact the company’s price over the intermediate term? In this episode, Focus’ Todd Jones discusses the potential price implications, along with small-company rotation leadership, recent performance trends, and key correction/recession indicators.
Listen to the podcast
Stay Connected With
Focus Partners
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.