Education & Insights

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

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

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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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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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

    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.

    Watch the video
  • Investing

    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.

    Watch the video
  • Investing

    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.

    Watch the video
  • Past Events

    November 18, 2024

    Connects Quarterly Webinar: Q4 2024

    Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.

    Watch the video
  • Past Events

    April 19, 2024

    Focus Connects Quarterly Webinar: April 2024

    Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

    Watch the video
  • Investing

    February 15, 2024

    What to Do When the Market Hits All-Time Highs

    Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.

    Watch the video
  • Investing

    January 15, 2024

    Top 10 Investment Lessons of 2023

    Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.

    Read the article
  • Investing

    August 29, 2023

    “Sell in May and Go Away”

    Can the “Sell in May and Go Away” investment strategy really outperform the market, or is it just an old wives’ tale? In this episode of Focus Weekly Perspectives, Chief Investment Officer Kevin Grogan explores this myth and shares why we don’t advocate this tactic.

    Watch the video
  • Investing

    August 22, 2023

    Can Artificial Intelligence (AI) Outperform the Market?

    Chief Investment Officer Kevin Grogan explores how AI is being utilized in the financial realm and why we do not recommend it as an investment strategy.

    Watch the video
  • Investing

    March 13, 2023

    The Collapse of Silicon Valley Bank

    Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.

    Watch the video
  • Family Life & Transitions

    March 13, 2023

    The Right Time to Buy? How to Factor in Higher Mortgage Rates

    Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Focus’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.

    Read the article
  • Investing

    February 28, 2023

    Recent Bond Market and Inflation

    In this edition of Focus Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.

    Watch the video

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