July 31st, 202511:00 a.m. CT
July 31st, 2025 | 11:00 a.m. CT
Virtual
Quarterly Perspectives: A Mid-Year Investment Outlook for 2025
Join us for our next Quarterly Perspectives webinar featuring our senior investment strategists who will unpack the latest market trends. From potential rate cuts to questions about rising national debt, they’ll cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
What we’ll cover:
- A look back at 2025 year-to-date market performance
- Insights on the Federal Reserve and the outlook for rate cuts
- The implications of fiscal policy and a rising national debt
- A mid-year earnings update—potential risks and where we see opportunity
We’re looking forward to answering your questions live during the webinar. Join the conversation by registering today!
Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.
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Featured Speakers
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As the Chief Investment Strategist and a Principal of Focus Partners, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves on the Focus Partners Investment Committee and is a spokesperson for Focus Partners Investment Management.
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As Chief Investment Officer of Systematic Strategies for Focus Partners, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy. Kevin co-authored "The Only Guide You’ll Ever Need for the Right Financial Plan" with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.
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As a Managing Director, Investments, Kristi works closely with other members of the Investment Leadership team to establish and update Focus Partners Wealth investment portfolios with a particular focus on strategic asset allocation and systematic approaches.
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August 21st, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.