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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.

  • Investing

    June 02, 2026

    The K-Shaped Economy and What It Means for Your Portfolio

    Kevin Grogan explores the “K shaped economy” and why staying diversified remains the smartest approach for your portfolio.

    Watch the video
  • Investing

    May 14, 2024

    How AI Could Change the Economy

    In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications.

    Watch the video

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