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

    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.

    Read the article
  • Investing

    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.

    Watch the video
  • Investing

    August 08, 2023

    Interval Funds Versus Mutual Funds

    Head of Investment Research Jared Kizer shares what interval funds are, the liquidity distinctions between them and mutual funds and why these investments are gaining popularity.

    Watch the video
  • Investing

    July 25, 2023

    Should You Allocate 100% of your Portfolio to Fixed Income?

    Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.

    Watch the video
  • Investing

    June 06, 2023

    3 Lessons from the Debt Ceiling Crisis

    Head of Investment Research Jared Kizer shares three evergreen investment lessons we can learn from the averted debt ceiling crisis.

    Watch the video
  • Investing

    January 25, 2023

    What is the Treasury Debt Ceiling?

    In this episode of Focus Weekly Perspectives, Head of Investment Research Jared Kizer explains what the debt ceiling is, practical considerations and the potential impact of this important event.

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