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.
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?
Read the articleApril 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 videoApril 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 videoApril 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 videoApril 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.
Read the articleApril 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 videoApril 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.
Read the articleMarch 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?
Read the articleMarch 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.
Watch the videoMarch 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.
Watch the videoMarch 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 articleFebruary 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 videoFebruary 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 videoFebruary 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 articleJanuary 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.
Watch the videoJanuary 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.
Read the articleJanuary 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.
Watch the videoJanuary 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.
Read the articleDecember 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.
Watch the videoDecember 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.
Watch the videoNovember 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.
Watch the videoOctober 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.”
Watch the videoOctober 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.
Watch the videoOctober 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the articleOctober 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.
Read the articleOctober 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.
Watch the videoSeptember 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?
Watch the videoSeptember 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.
Watch the videoAugust 20, 2024
What’s Driving Recent Market Volatility
In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets.
Watch the videoAugust 05, 2024
How to Assess Your Investment Risk Tolerance
In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals.
Watch the video
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