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

    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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  • Investing

    July 22, 2024

    The Economic Outlook for Q3 2024

    In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video
  • Investing

    January 24, 2024

    The Economic Outlook for Q1 2024

    Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.

    Watch the video
  • Investing

    January 10, 2024

    Quarterly Outlook: Is a Soft Landing in Sight?

    Will the Fed begin lowering rates this year? Our Quarterly Outlook explores what may be ahead for markets and the economy in 2024.

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  • Investing

    January 10, 2024

    2024 Outlook for Interest Rates

    Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.

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  • Investing

    December 20, 2023

    Focus Connects Quarterly Webinar: December 2023

    Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.

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  • Investing

    July 12, 2023

    Quarterly Outlook Q3 2023: Recession Predictions Linger

    Although there have been some signs of progress, our quarterly outlook explores why it has been so difficult to slow inflation.

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  • Investing

    March 13, 2023

    The Collapse of Silicon Valley Bank

    Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.

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  • Investing

    February 02, 2023

    Focus Connects Quarterly Webinar: January 2023

    The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.

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