Monthly Investment Commentary: August 2025
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case
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
Financial advisors often guide clients toward long-term thinking, encouraging them to invest with purpose, plan with foresight, and embrace continuity. Yet, when it comes to their own practices, many fail to apply the same strategic
Teaching your children how to invest is one of the most powerful gifts you can give them. When kids understand that money isn’t just for spending—but can also grow over time—it opens the door to
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
Main Takeaway Uncertainty around trade policy continues to weigh on the U.S. economy, with signs of slowing emerging in the second half of the year. Real final private demand (GDP less more volatile components such
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
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
A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead.
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