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 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.

    Read the article
  • Investing

    May 02, 2023

    Focus Connects Quarterly Webinar: April 2023

    Our Quarterly Connects Webinar features Focus thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

    Watch the video
  • Insurance and Protection

    April 24, 2023

    Financial Institution Stability: How Secure are Your Savings?

    When you trust a financial institution with your hard-earned savings, you assume it will be there for you when you need it. But what happens if that institution has financial troubles or even goes bankrupt?

    Watch the video
  • 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.

    Watch the video
  • Cashflow & Budgeting

    January 18, 2023

    Central Bank Digital Currency (CBDC)

    Chief Investment Officer Kevin Grogan explores the concept of central bank digital currency (CBDC), the evolution of our fiscal system and the future of money.

    Watch the video

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