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At Focus Partners Wealth, we aim to help you live fully in the present. When your thoughts turn to the future, like protecting your portfolio through market volatility or preparing the student in your family for college, we want you to feel confident that you have a partner helping you move toward your goals.
In this issue of Focused Insights, we cover:
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- What’s driving market trends so far this year
- The benefits of maintaining a globally diversified portfolio
- Money tips for college students
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As you plan for the future, these updates are designed to keep you informed and empowered. As always, know that as you continue on your financial path, we are here to guide you. We encourage you to reach out with any questions.
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| Should Investors Be Focusing More on International Stocks? |
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| After years of U.S. stock market dominance, market commentators are questioning whether the tide may be turning. Focus Partners’ Kevin Grogan unpacks these trends and shares why investors could benefit the most from maintaining exposure to both international and U.S. stocks. |
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| Watch now > |
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| Money Tips for Students Beginning Their College Journey |
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| 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. Discover strategies to help your high school and college students avoid student loan and credit card debt. |
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| Read more > |
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| Simplifying Capital Gains: What Every Investor Should Know |
| Thursday, May 29, at 11:00 a.m. CT |
| Understanding how capital gains taxes work is key for any investor looking to make smarter, more tax-efficient decisions. In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in an approachable way. |
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| Register here > |
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| Springboard to New Adventures: Travel Trends in 2025 |
| Wednesday, June 18, at 11:00 a.m. CT |
| Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips to make your next trip as smooth, memorable, and cost-effective as possible. |
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| Register here > |
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| Never miss an email from us – add our email address to your safe senders list! |
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| Connect with us |
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| Focus Partners Wealth,190 Carondelet Plaza, Suite 600, Clayton, MO, 63105, 800.711.2027 |
| wealth.focuspartners.com |
| Unsubscribe | Manage Preferences | Privacy |
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| © 2025 Focus Partners Wealth. All rights reserved. Services offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment advisor with offices throughout the country.
The material in this communication is provided for informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. This communication is for use by the intended audience only.
Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. RO-25-4453490 |
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