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Insights

June 2025

Feeling stressed by the latest market swings? It’s normal! Remember, volatility can be an opportunity. In our latest video, Kevin Grogan explains the April market swings and offers key insights for investors.

Plus, as summer approaches, explore ways for students to graduate debt-free!


How a Financial Advisor Can Help During Market Volatility

Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.


Investment Lessons from Recent Market Volatility

April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.


Money Tips for Students Beginning Their College Journey

As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.

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The first goal of your financial plan should be to avoid outliving your money. Learn more about how asset class investing can help you achieve your goals.