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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.

  • Investing

    January 30, 2026

    Quarterly Perspectives: Key Investment Themes for 2026

    Join our senior investment strategists as they break down the top themes for the year and what they could mean for investors.

    Watch the video
  • Investing

    November 04, 2025

    Quarterly Perspectives: Wrapping Up Investment Trends in 2025

    Watch the replay of our Quarterly Perspectives webinar featuring our senior investment strategists who unpacked the latest market trends. They covered what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.

    Watch the video
  • Investing

    August 05, 2025

    Quarterly Perspectives: A Mid-Year Investment Outlook for 2025

    In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.

    Watch the replay

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