Wellesley - Worcester St

Enjoy some of our latest resources

May 20, 2025

Is It Time for Investors to Rethink Global Diversification?

In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
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May 19, 2025

How a Financial Advisor Can Help During Market Volatility

Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
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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.
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