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.

  • 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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  • 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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  • 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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  • 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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  • 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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  • 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.

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  • 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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  • 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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  • 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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