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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

    October 07, 2025

    How Are Today’s Mega Cap Stocks Different?

    Today’s mega cap stocks appear built for more staying power than past market leaders, driving fresh innovation and growth. Focus Partners’ Jason Blackwell explains what sets them apart—and why investors still need to balance concentration risks.

    Watch the video

  • Investing

    March 31, 2025

    Is U.S. Outperformance Sustainable?

    Over the last decade, U.S. stocks have enjoyed a strong run, significantly outperforming international markets. But if history is any guide, market cycles tend to shift over time. What might this mean for investors?

    Read the article

  • Investing

    July 08, 2024

    What Do Inverted Yield Curves Mean for Your Portfolio?

    Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets.

    Watch the video

  • Investing

    July 01, 2024

    Selecting Individual Stocks? 4 Questions to Consider

    Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?

    Read the article

  • Investing

    May 28, 2024

    How Much Cash Should You Hold in Your Portfolio?

    In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan provides insight into a common question from investors – what's the right amount of cash to have in my portfolio?

    Watch the video

  • Investing

    June 26, 2023

    High-Yield Dividend Paying Stocks

    Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.

    Watch the video

  • Investing

    January 17, 2023

    2022’s Investment Lessons

    While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

    Read the article

  • Investing

    January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

    Read the article

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