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
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.
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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.
Watch the videoInvesting
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.
Watch the videoTwo 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.
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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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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.
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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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Estate & Trust
March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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Investing
March 11, 2025
Staying Invested During Uncertain Times
Should investors stay the course when uncertainty rises? Focus Partners’ Jason Blackwell provides perspectives on investing when market sentiment becomes less optimistic.
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Investing
March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
Read the articleTwo Minute Market Focus
March 03, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on February’s market performance, recent digital asset prices, and the recovery of Chinese markets.
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Insurance and Protection
March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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Family Life & Transitions
February 28, 2025
Social Security Benefits: 5 Things Married Couples Should Know
In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
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Investing
February 25, 2025
How Could the Trump Administration’s Policies Affect Your Portfolio?
How might the Trump administration’s key policies affect your portfolio? Focus Partners’ Kevin Grogan provides perspectives on the potential economic impact of two of Trump’s major policies—immigration and the corporate tax rate.
Watch the videoTwo Minute Market Focus
February 19, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market’s performance this month, including fourth quarter earnings, the rising stock/bond correlation, and using gold as a diversifier.
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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.
Read the articleInvesting
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 videoInvesting
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 articleTwo 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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