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

    July 15, 2025

    Quarterly Investment Commentary: July 2025

    After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.

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  • Investing

    July 15, 2025

    What Impact Could Oil Prices Have on Investors?

    Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.

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  • Tax Strategies

    July 09, 2025

    One Big Beautiful Bill: A Summary for Tax Planning

    The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

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  • Two Minute Market Focus

    July 08, 2025

    Two-Minute Market Focus

    Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.

    Listen to the podcast
  • Investing

    July 01, 2025

    How to Think About Investment Risk

    Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.

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  • Retirement

    June 30, 2025

    5 Steps to Creating a Less Taxing Retirement

    Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.

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  • Two Minute Market Focus

    June 24, 2025

    Two-Minute Market Focus

    In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.

    Listen to the podcast
  • Lifestyle Services

    June 23, 2025

    Springboard to New Adventures: Travel Trends in 2025

    In this Lifestyle Services webinar, Focus Partners Wealth and Springboard Travel share perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.

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  • Investing

    June 23, 2025

    6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes

    As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.

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  • Investing

    June 17, 2025

    Is It Time to Worry About the National Debt?

    The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.

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  • 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.

    Watch the video
  • 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.

    Read the article
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
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