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.
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Investing
January 12, 2026
The Risks of Concentrated Stock
One of the most overlooked portfolio risks tied to career success is concentrated stock from equity awards.
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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.
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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?
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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.
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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?
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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?
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