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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What Impact Could Oil Prices Have on Investors?

Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In

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How to Think About Investment Risk

Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk. Professional

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