Resources

Our Resources

As a Focus client, our insights and resources are constantly at your disposal. But, as a trusted voice in the industry, we also publish our findings and perspectives for your benefit. From articles to podcasts and videos, see our latest below.

  • June 09, 2025

    5 Reasons to Review Your Variable Universal Life Policy Every Year

    Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.

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  • May 27, 2025

    Will vs. Trust: Which Best Protects Your Wealth and Legacy?

    When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?

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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 12, 2025

    Monthly Investment Commentary: May 2025

    Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.

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  • April 30, 2025

    Market Perspectives: Q1 2025

    What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?

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  • April 28, 2025

    Money Tips for Students Beginning Their College Journey

    As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.

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  • April 14, 2025

    Retired Public Employee? You May Qualify for Retroactive Social Security Benefits

    Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.

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  • April 10, 2025

    Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies

    The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.

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  • April 03, 2025

    Market Update: The Trump Tariff Strategy

    In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.

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