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

    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.

    Watch the video
  • Investing

    January 31, 2024

    The Science of Financial Success

    In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shared how Focus incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create personalized portfolios for every client.

    Watch the video
  • Investing

    January 15, 2024

    Top 10 Investment Lessons of 2023

    Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.

    Read the article
  • Investing

    November 28, 2023

    Is the 60/40 Portfolio Dead?

    Kevin Grogan covers the current state of the 60/40 portfolio.

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