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

    June 12, 2025

    Monthly Investment Commentary: June 2025

    After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.

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  • Two Minute Market Focus

    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
  • Family Life & Transitions

    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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  • Investing

    June 05, 2025

    Simplifying Capital Gains: What Investors Should Know

    Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.

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  • Investing

    June 03, 2025

    Fed Rate Policy Update: Are Cuts on the Horizon?

    Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors.

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  • Two Minute Market Focus

    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
  • Estate & Trust

    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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  • Investing

    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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  • Investing

    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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  • Two Minute Market Focus

    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
  • Investing

    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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  • Investing

    May 06, 2025

    Investment Lessons from Recent Market Volatility

    April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.

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  • Investing

    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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  • Two Minute Market Focus

    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
  • Investing

    April 29, 2025

    Quarterly Perspectives: Tariffs, Inflation, and Market Trends

    Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.

    Watch the video
  • Family Life & Transitions

    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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  • Investing

    April 22, 2025

    Should Investors Be Focusing More on International Stocks?

    In the first quarter, international stocks outperformed U.S. stocks, marking a potential reversal in a decade-long trend of U.S. market dominance. Focus Partners’ Kevin Grogan shares perspectives on staying diversified across regions no matter which one is currently leading the trend.

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  • Lifestyle Services

    April 16, 2025

    Achieving College Admissions Success: Shape Your Story

    In this Lifestyle Services webinar, Focus Partners Wealth covers today’s ever-changing college admissions landscape and learn how to get up to speed on the most recent updates in the entrance process.

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  • Two Minute Market Focus

    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
  • Investing

    April 14, 2025

    Special Market Update: Navigating Tariffs and Volatility

    In this session, our senior investment strategists provide perspective, discuss potential outcomes, and answer your questions.

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  • Retirement

    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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  • Investing

    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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  • Investing

    April 09, 2025

    Focus Perspectives: The Market’s Reaction to Tariff Policy Shocks

    Focus Partners’ Kevin Grogan shares perspectives on the market’s reaction to President Trump’s tariff announcement on April 2—and actions investors may consider taking during periods of market stress.

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  • Investing

    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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  • Retirement

    April 02, 2025

    What to Know About Inherited Retirement Accounts

    Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.

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  • Two Minute Market Focus

    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
  • Investing

    March 31, 2025

    Is U.S. Outperformance Sustainable?

    Over the last decade, U.S. stocks have enjoyed a strong run, significantly outperforming international markets. But if history is any guide, market cycles tend to shift over time. What might this mean for investors?

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  • Investing

    March 25, 2025

    Key Considerations Before Investing in Alternatives

    As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? Focus Partners’ Kevin Grogan explores what alternative investments are and highlights some key considerations before adding them to your portfolio.

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  • Two Minute Market Focus

    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
  • Lifestyle Services

    March 17, 2025

    Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being

    In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.

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