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.
Why We Honor Memorial Day
I’d like to ask you to take a moment to pause this week and really think about the meaning behind Memorial Day.
Great Investors Know a Great Business When They See One
Most people don’t view the “stock market” as a portfolio of businesses with real earnings and real dividends but instead as part of some big casino.
The Rockefeller Rules
It is very important that “legacy planning” should include a transition of your values to future generations, not just your money.
Lessons Learned from the Mothers in Our Lives
As we approach Mother's Day – a time to honor the incredible women who have shaped us – we reflect on the invaluable lessons we've learned from the maternal figures in our lives.
Concentus has Advisor named a 2024 Forbes Best-In-State Wealth Advisor
Concentus has Advisor named to Forbes' 2023 Best-In-State Wealth Advisors list.
Dividing Up Your Trophies
A true legacy focuses on stewardship and on transferring the right skills, knowledge, judgment, and work ethic along with the money so that the heirs can become high-functioning, high-impact human beings.