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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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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.

  • Charitable Giving

    November 24, 2025

    Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?

    Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next year. These rules may influence the timing and structure of your giving.

    Read the article

  • Charitable Giving

    October 13, 2025

    How to Give to Charity Under the New OBBBA Rules

    Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.

    Read the article

  • Investing

    November 13, 2024

    5 Financial Decisions to Consider Before Year-End

    Year-end deadlines are coming up fast. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses five key financial moves you can make now that could pay off in the long run.

    Watch the video

  • Charitable Giving

    September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article

  • Tax Strategies

    May 08, 2024

    Evidence-Driven Planning™

    Discover how Focus minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

    Watch the video

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