Focus Partners Advisor Solutions

06/03/2026

The “K‑shaped economy” is real—and it’s reshaping how Americans experience money. But what does it mean for your portfolio? In our latest video, Focus’ Chief Investment Officer of Systematic Strategies Kevin Grogan, CFA, CFP®, breaks down the data behind this economic split and explains why the smartest move right now is staying diversified, disciplined, and invested.

https://www.focuspartners.com/resources/investing/the-k-shaped-economy-and-what-it-means-for-your-portfolio

05/29/2026

May 29—also known as 529 Day—is a great reminder to revisit education savings strategies. With tax advantages and long-term flexibility, 529 plans remain a powerful tool in helping families prepare for future education costs. Here's to investing in the next generation!

05/28/2026

Growing a firm is a long game endeavor, and Focus Partners Advisor Solutions is built to support that journey.

Our approach not only elevates the value you deliver to clients but can also help increase the long-term worth of your business. Through strategic, holistic support, we can help you build more valuable, resilient, and sustainable practices, maximizing the return on a lifetime of hard work.

Several members of our team hold Certified Exit Planning Advisor (CEPA) designations, allowing us to support business owners in maximizing enterprise value and preparing for a successful transition on their own terms.

Learn more in our FAQ featured on our website.

The decision to partner with a firm like Focus Partners is one that takes thorough research and exploration. While we always encourage you to connect with a member of our team for a deep dive into your specific situation, here is a list of common questions advisors have about working with us.

05/27/2026

Growth shouldn’t come with friction.

For Financial Advisor Jared Siegel of Aerodigm Wealth, it came down to focus. By partnering with Focus, he’s able to concentrate on the parts of the business that scale and deepen client impact.

The right partner helps remove distractions so your team can do what they do best. See how Focus Partners Advisor Solutions can help support your growth.

05/26/2026

As financial complexity increases, so do client expectations.

Here are nine signs investors may consider to determine if they’ve outgrown their current advisor, plus five things to evaluate when choosing a new one.

https://advisor.focuspartners.com/perspectives/how-to-choose-a-financial-advisor/

05/22/2026

The 2026 AICPA ENGAGE conference is right around the corner, and we would love to connect with you while there! Stop by Booth 224 and say hello to Ian Abernathy, Carter Schmid, and Ben Slater, CFS®,CEPA® to learn more about our outsourcing services and solutions, or make an appointment to schedule a convenient time to have a conversation!

https://advisor.focuspartners.com/contact/

05/21/2026

Private credit’s headlines have cooled, but the more important question remains: Do today’s lower yields still justify illiquidity and credit risk? Our latest Monthly Investment Commentary delves beneath the data on private credit quality and why manager selection and portfolio fit are more important than ever.

When it comes to private credit, a number of questions can arise, including those around asset class, credit quality, and steps investors may wish to take. We follow up on our earlier discussion about this topic and dive beneath the headlines to offer our thoughts.

05/20/2026

While inflation has cooled from its peak, we continue to feel the effects of uncertainty in the bond market. In our latest video, Focus’ Director of Fixed Income, Blerina Hysi, shares how Treasuries, municipal bonds, short-term bonds, and corporate bonds are being impacted and explores the uncertainty around inflation and interest rates.

https://advisor.focuspartners.com/perspectives/navigating-uncertainty-what-inflation-means-for-bonds-today/

05/19/2026

Where is your time best spent?

For Financial Advisor Neel Shah, Esq. CFP® CEPA® of Omni 360 Advisors LLC, the answer was clear: “My time was best spent working with my clients… not doing a lot of the back-office operations.”

The right partner helps you stay focused on where you add the most value. See how Focus Partners Advisor Solutions can help you refocus.

05/13/2026

With years of experience, we offer advanced resources and tools to help advisors think strategically about the evolution of their business. Our comprehensive support includes enhancing the client experience, marketing strategy, organizational efficiency, referral generation, client segmentation, and more.

Learn more in our FAQ.

The decision to partner with a firm like Focus Partners is one that takes thorough research and exploration. While we always encourage you to connect with a member of our team for a deep dive into your specific situation, here is a list of common questions advisors have about working with us.