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
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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Investing
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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Investing
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.
Watch the videoInvesting
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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Tax Strategies
December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
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Investing
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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Investing
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.
Read the articleInvesting
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.
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Investing
July 19, 2024
Focus Connects Quarterly Webinar: July 2024
Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.
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Investing
July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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Investing
June 25, 2024
Investing Strategies For Persistent Inflation
Chief Investment Officer Kevin Grogan shares strategies for protecting your portfolio against unexpectedly high inflation.
Watch the videoPast Events
April 19, 2024
Focus Connects Quarterly Webinar: April 2024
Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.
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Investing
April 16, 2024
The Economic Outlook for Q2 2024
In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
Watch the videoInvesting
April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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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.
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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
October 16, 2023
The Economic Outlook for Q4 2023
In this week’s Focus Perspectives, Chief Investment Officer Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key takeaways, risks to the economy and sources of stability.
Watch the videoInvesting
October 11, 2023
Quarterly Outlook: Too Early to Declare Victory Against Inflation
Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow inflation.
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Investing
September 26, 2023
Commodities from an Investment Strategy Perspective
In this episode of Focus Weekly Perspectives, Head of Investment Research Jared Kizer explores commodities from an investment strategy perspective. He shares what they are, dives into their unique characteristics and explains who may benefit from this inflation-hedge investment.
Watch the videoInvesting
August 01, 2023
Interest Rate and Inflation Overview, Update and Outlook
In this episode of Focus Weekly Perspectives, Head of Investment Research Jared Kizer provides an overview, update and outlook on interest rates and inflation as we head into August.
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Investing
July 17, 2023
The Economic Outlook for Q3 2023
Chief Investment Officer Kevin Grogan shares our new Quarterly Outlook feature, providing insight on the latest macroeconomic topics including inflation and key economic indicators.
Watch the videoInvesting
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
April 18, 2023
The Depreciation of the U.S. Dollar
Head of Investment Research Jared Kizer shares the drivers for this fear, short-term implications and the potential economic and investment impacts on the marketplace.
Watch the videoInvesting
April 12, 2023
Quarterly Outlook Q2 2023: Inflation Battle Wages On
In our quarterly outlook, we explore the Federal Reserve’s actions to curb inflation and how these are likely to continue despite recent turmoil in the banking sector.
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Investing
February 28, 2023
Recent Bond Market and Inflation
In this edition of Focus Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.
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Investing
January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
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Investing
January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
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Tax Strategies
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
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