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.
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Lifestyle Services
February 18, 2025
Bridging the Gap to Medicare: Navigating Health Insurance Before Age 65
In this Lifestyle Services webinar, Focus Partners Wealth and Steinlage Insurance will discuss strategies around bridging the health insurance gap.
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Tax Strategies
February 17, 2025
Tax Season is Here: Are Your Withholdings on Track?
As you prepare to file your taxes, we believe understanding the rules and requirements for accurate calculations is essential. In this article, Associate Wealth Advisor Devin McCombs shares tax planning strategies for managing your withholdings.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.”
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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.
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