Focus Partners Advisor Solutions

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. https://lnkd.in/gCfugGEV

While evolving trade policies have caused market swings throughout the first quarter, volatility reached new peaks over the past few days. Focus Partners’ Kevin Grogan, CFA, CFP® breaks down what’s behind the recent spike and shares some tips for investors during turbulent market conditions.

Markets dropped sharply on Thursday after President Trump proposed sweeping new tariffs. What does this mean for growth, inflation, and your portfolio? Dive into our 5-minute read for key insights and takeaways. https://lnkd.in/gjqpgfQS

We are excited to announce Shalina Martos, CFP®, CIMA®, CSRIC®, CDFA® from Martos Wealth Management has partnered with Focus Partners Advisor Solutions! Located in Bellevue, WA, this full-service firm provides financial planning, retirement planning, and wealth management services to clients. We look forward to supporting Shalina’s growth in the Pacific Northwest. #PoweredByFocusPartners  

Over the last decade, U.S. stocks have enjoyed a strong run, significantly outperforming international markets. But if history is any guide, market cycles tend to shift over time. Is U.S. dominance at risk? This article shares what this may mean for investors and how to navigate shifting market cycles. https://lnkd.in/g8mceTY4

As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? In this short video, Focus Partners’ Kevin Grogan, CFA, CFP® explores what alternative investments are and highlights some key considerations before adding them to your portfolio.

With high-net-worth clients expecting a top-notch wealth experience, the ability for advisors to measure, analyze, and act on client feedback is imperative. Director of Practice Management Vincent Crivello shares a data-driven framework for RIAs to enhance relationships, increase retention, and differentiate themselves in a crowded market.

Transferring wealth is a complex process, and without careful planning, costly and sometimes irreversible mistakes may occur. This article shares six legacy planning pitfalls to avoid, helping you maximize your plan’s impact and ensure your wishes are carried out. 

Should investors stay the course when uncertainty rises? At the end of February, the American Association of Individual Investors reported that less than 20% of respondents described themselves as bullish and more than 60% were pessimistic about the state of the markets. Focus Partners’ Jason Blackwell provides perspectives on investing when market sentiment becomes less optimistic.

“The Unfair Advantage: How to Enhance Your Business and Deliver Client Value” webinar replay is available! In this interactive session, Chief Planning Officer Jeffrey Levine shared how Focus Partners Advisor Solutions’ specialized Advanced Planning team can expand your economies of scale and bring confidence and personalization to every client planning session.