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 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.

    Watch the video
  • Investing

    April 10, 2025

    Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies

    The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.

    Read the article
  • 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.

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  • Investing

    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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  • Investing

    February 12, 2025

    How Could Tariff Policies Affect the Economy?

    With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?

    Watch the video

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