Category: Uncategorized

Investing at All-Time Highs

When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history

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Market Concentration and the AI Boom

Focus Partners’ Kevin Grogan breaks down market concentration, the dominance of the “Magnificent 7,” and why diversification still matters, especially in times of tech-fueled growth. The surge of excitement around artificial intelligence (AI) has helped

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The Economic Outlook for Q3 2025

Focus Partners’ Kevin Grogan looks ahead to the second half of 2025, sharing our latest perspectives on the economy.  After a 0.5% contraction in the first quarter, growth appears to have rebounded, with the Atlanta

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Quarterly Investment Commentary: July 2025

After a rocky start to the second quarter, marked by tariff headlines, shaky consumer confidence, and market volatility, markets ended the quarter much higher than they began. The S&P 500 gained 10.9%, fully recovering from

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