Blog
Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.
The Roth Conversion Strategy
A Roth IRA and partial Roth conversions provide the benefits of a tax-preferred account while minimizing tax exposure. Learn how this important tax strategy might help protect retirement savings.
The CARES Act: Individual Provisions
The CARES Act will provide significant financial assistance to many Americans in 2020. Review key provisions of the complex piece of legislation to see how you might benefit.
The CARES Act: Required Minimum Distributions
The CARES Act has changed RMD rules for 2020. Explore the opportunities that this change presents.
Great Investors Don’t Read Magazines
Recommit to your financial goals and plan. Explore the opportunities that this crisis presents. Find out why.
Hopeless Optimist – An Update #6
A video update #6 to Erik's Blog Post: Confessions of a Hopeless Optimist
Erik Strid interviewed on the impact of COVID-19 for Philadelphia Suburban Life Magazine
Erik Strid, CEO of Concentus Wealth Advisors, and other wealth management professionals, discuss the impact of COVID-19 on investors for Philadelphia Suburban Life Magazine.