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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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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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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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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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.
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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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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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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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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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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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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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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 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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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.
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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.
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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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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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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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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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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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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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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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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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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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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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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.
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October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
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October 01, 2024
Are Risk and Return Always Related?
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains how this concept can help guide your investing decisions.
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September 17, 2024
Understanding the VIX: The Market’s Fear Gauge
With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors?
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September 03, 2024
Staying the Course During a Presidential Election Year
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches.
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