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
March 10, 2026
Why Rebalancing Matters: Keeping Your Portfolio on Track
Rebalancing keeps a diversified portfolio aligned with its targets by trimming outperformers and adding to underperformers. Focus Partners’ Chief Investment Officer of Systematic Strategies Kevin Grogan shares how this strategy can help mitigate risk, maintain discipline, and help investors stay focused on long-term goals, rather than short-term market swings.
Watch the video -
Investing
February 23, 2026
Strategies for Managing Portfolio Capital Gains
In this session, Chief Planning Officer Jeffrey Levine shares practical strategies investors can use to help manage portfolio capital gains and reduce their overall tax impact, without losing sight of long-term investment goals.
Watch the video -
Investing
February 25, 2025
How Could the Trump Administration’s Policies Affect Your Portfolio?
How might the Trump administration’s key policies affect your portfolio? Focus Partners’ Kevin Grogan provides perspectives on the potential economic impact of two of Trump’s major policies—immigration and the corporate tax rate.
Watch the video -
Investing
December 16, 2024
The Outlook for Stock Returns
With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.
Watch the video -
Investing
December 06, 2024
What’s Ahead for Cash and Bond Returns?
With the market pricing in three quarter-point rate cuts over the course of 2025, Chief Investment Officer Kevin Grogan discusses the outlook for cash and bonds and the implications for your portfolio.
Watch the video -
Investing
October 01, 2024
Are Risk and Return Always Related?
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains how this concept can help guide your investing decisions.
Watch the video -
Investing
June 11, 2024
Is Now the Time to Invest in India?
Forecasters predict India's GDP will double by 2031. Chief Investment Officer Kevin Grogan discusses whether to invest more in countries poised for greater economic growth.
Watch the video
Stay Connected With
Focus Partners Wealth
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.