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.

  • Investing

    February 12, 2025

    How Could Tariff Policies Affect the Economy?

    With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?

    Watch the video
  • Investing

    February 10, 2025

    Monthly Investment Commentary: February 2025

    When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.

    Read the article
  • Two Minute Market Focus

    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
  • February 04, 2025

    Tax Planning Strategies for 2025

    Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.

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  • Family Life & Transitions

    February 03, 2025

    You Just Received an Inheritance. Now What?

    Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.

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  • Investing

    January 29, 2025

    Pros and Cons of Dollar-Cost Averaging

    Is it better to spread your investment over a set period or go all in at once? While research shows it’s usually better to invest the full amount upfront, there could be benefits to a staggered approach. In this short video, Focus Partners shares perspectives on dollar-cost averaging.

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  • Two Minute Market Focus

    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
  • Retirement

    January 20, 2025

    Reframing Retirement: Focus on Fulfillment

    Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.

    Read the article
  • Investing

    January 15, 2025

    Quarterly Outlook: U.S. Economy Powers Forward, Fed Policy Becomes Cloudy

    U.S. economic growth stayed on an impressive streak in 2024. Although the Fed acknowledged increased risks to inflation, the economy is unlikely to experience a major slowdown in 2025. Our Quarterly Outlook explores what may be ahead for markets and the economy.

    Read the article
  • Lifestyle Services

    January 13, 2025

    Thrive in 2025: Your Blueprint for Health and Wellness

    Prioritize your health and wellness in 2025 with our Focus Partners Wealth Lifestyle Services webinar featuring wellness provider Coach Carrie Best, a certified lifestyle nutrition coach with years of experience coaching families, couples, and individuals on making healthy lifestyle changes that last.

    Watch the video
  • Investing

    January 10, 2025

    The Economic Outlook for Q1 2025

    The U.S. economy had a strong run in 2024, with real annualized GDP growth at 3.1% for the third quarter and fourth-quarter estimates between 2%-2.5%. In this short video, Focus Partners shares perspectives on the economy and what may be ahead for markets.

    Watch the video
  • Investing

    January 06, 2025

    The Top Investing Questions for 2025

    How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.

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  • Cashflow & Budgeting

    December 30, 2024

    New Year, New Budget: Save Money While Living Your Best Life in 2025

    Discover how to set up your finances for success while still enjoying the lifestyle and experiences that you love.

    Read the article
  • Investing

    December 16, 2024

    The Outlook for Stock Returns

    With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.

    Watch the video
  • Education Funding

    December 09, 2024

    Student Loan Repayment Outlook: What You Need to Know

    Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.

    Read the article
  • Investing

    December 06, 2024

    What’s Ahead for Cash and Bond Returns?

    With the market pricing in three quarter-point rate cuts over the course of 2025, Chief Investment Officer Kevin Grogan discusses the outlook for cash and bonds and the implications for your portfolio.

    Watch the video
  • Tax Strategies

    December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

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  • Family Life & Transitions

    December 02, 2024

    Navigating Conversations About Inheritance With Adult Children

    Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.

    Watch the video
  • Tax Strategies

    December 02, 2024

    Year-End Tax Planning to Maximize Your Savings

    In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.

    Watch the video
  • Insurance and Protection

    November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

    Read the article
  • Past Events

    November 18, 2024

    Connects Quarterly Webinar: Q4 2024

    Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.

    Watch the video
  • Two Minute Market Focus

    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
  • Investing

    November 13, 2024

    5 Financial Decisions to Consider Before Year-End

    Year-end deadlines are coming up fast. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses five key financial moves you can make now that could pay off in the long run.

    Watch the video
  • Cashflow & Budgeting

    November 04, 2024

    Budgeting Tips for the Holiday Season

    Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.

    Read the article
  • Business Ownership

    November 01, 2024

    The Corporate Transparency Act: What Business Owners Need to Know

    Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.

    Watch the video
  • Lifestyle Services

    November 01, 2024

    Lifestyle Services Presents: Medicare Simplified – What You Need to Know for 2025

    Tune in to hear from Lifestyle Services and Medicare Choice Group for a discussion designed to help you better understand Medicare and prepare for your 2025 enrollment.

    Watch the video
  • Investing

    October 29, 2024

    Why This Time Isn’t Different

    When investors start to worry about the direction of the market, does that mean it is time to make a change to your portfolio? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses why investors should avoid thinking “this time is different.”

    Watch the video
  • Retirement

    October 21, 2024

    Romance in Retirement: Financial Considerations When Marrying Later in Life

    Marrying in retirement may come with tax, estate planning and financial ramifications.

    Read the article
  • Lifestyle Services

    October 21, 2024

    Multi-Generational Getaways: Creating Lasting Memories for Every Age

    Lifestyle Services and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories.

    Watch the video
  • Investing

    October 14, 2024

    The Economic Outlook for Q4 2024

    The U.S. economy has shown resilience, defying expectations of a recession that many have been predicting over the past several months. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video
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