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.

Retirement Plan for Businesses

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.

Let's Chat

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.

  • October 28, 2025

    Two-Minute Market Focus

    What does today’s market sentiment suggest about near-term equity performance? In this episode, Focus Partners’ Todd Jones shares what emotions are driving the market. He also explores market performance, the risks in high-yield bonds, and an update on recession indicators.

    Listen to the podcast
  • October 13, 2025

    Two-Minute Market Focus

    Equity markets have experienced some turbulence over the last couple of weeks. In this episode, Todd Jones shares what history can tell us about the frequency and magnitude of these movements. He also explores if cracks are starting to form in the private debt sector and provides an update on performance and recession indicators.

    Listen to the podcast
  • September 29, 2025

    Two-Minute Market Focus

    How did the markets react in the third quarter of 2025? In this episode, Focus Partners’ Todd Jones shares the latest information on performance, how changing correlations in stocks and bonds could impact diversification, an update on tariffs, and recession indicators.

    Listen to the podcast
  • September 15, 2025

    Two-Minute Market Focus

    The U.S. Federal Reserve will likely cut rates this week. In this episode, Focus Partners’ Todd Jones shares how this may impact markets and how other central banks are responding. Todd also explores the status of share buybacks in the current environment and provides an update on performance and recession indicators.

    Listen to the podcast
  • September 04, 2025

    Two-Minute Market Focus

    In this episode, Focus Partners’ Todd Jones examines the high performance of gold and the rebounding of Chinese stocks, sharing his opinion of what these developments could mean. He also provides an update on market performance and recession indicators.

    Listen to the podcast
  • August 18, 2025

    Two-Minute Market Focus

    In this episode, Focus Partners’ Todd Jones examines U.S. IPO activity and explores how current sector concentration relates to past periods in the market history. He also provides an update on market performance and recession indicators.

    Listen to the podcast
  • August 04, 2025

    Two-Minute Market Focus

    In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.

    Listen to the podcast
  • July 21, 2025

    Two-Minute Market Focus

    Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.

    Listen to the podcast
  • July 08, 2025

    Two-Minute Market Focus

    Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.

    Listen to the podcast
  • June 24, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.

    Listen to the podcast
  • June 09, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.

    Listen to the podcast
  • May 28, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.

    Listen to the podcast
  • May 13, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.

    Listen to the podcast
  • April 29, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.

    Listen to the podcast
  • April 15, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides an update on market performance, shares how the probability of a recession has evolved over the last few weeks, and interprets what the bond markets are suggesting.

    Listen to the podcast
  • April 01, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides an update on the future of capital flows and what companies are saying in their earnings reports amid rising recession concerns.

    Listen to the podcast
  • March 18, 2025

    Two-Minute Market Focus

    In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift.

    Listen to the podcast
  • March 03, 2025

    Two-Minute Market Focus

    In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on February’s market performance, recent digital asset prices, and the recovery of Chinese markets.

    Listen to the podcast
  • February 19, 2025

    Two-Minute Market Focus

    In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market’s performance this month, including fourth quarter earnings, the rising stock/bond correlation, and using gold as a diversifier.

    Listen to the podcast
  • February 05, 2025

    Two-Minute Market Focus

    In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.

    Listen to the podcast
  • January 21, 2025

    Two-Minute Market Focus

    In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market and discusses some considerations when deciding whether investors should add more international stocks.

    Listen to the podcast
  • November 14, 2024

    Two Minute Market Focus

    In this week's episode, Todd provides an update on the market and discusses the Federal Reserve's decision to cut interest rates for the second time.

    Listen to the podcast

Stay Connected With
Focus Partners Wealth

Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.

Sign Up For Email
Contact Us