Blog
What’s on our mind? Our bi-weekly blog's goal is to introduce you to substantive ideas and strategies to assist you in making better financial decisions in 2020. And once in a while, we may throw in a movie review or some other surprise; so keep checking in. New Blogs will be posted on the 1st and 3rd Friday of each month. Topics of interest or general questions can be submitted through our inbox on Conciergecap.com
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Space Race 2021

52 years ago this month, Buzz Aldrin and Neil Armstrong pulled off the unimaginable and landed on the moon, as the nation’s space race against the Soviet Union was over. America won bragging rights around the world. Today, the...
Read MoreUsing Guard Rails to define your Retirement

Using Guard Rails to define your Retirement. When we talk about financial plans, most people would prefer to do math on a cocktail napkin once a year than pay someone to create an official document. The reality of the situation,...
Read MorePlanning your Legacy in 2021

Most of my clients that fall into the category of ‘high net worth individuals’ have been worried about the future as of late. With the new president and political powers has them contemplating about the legacy that they...
Read MoreTake me to the Internet! (Of Things)

Take me to the Internet! (of things) As you probably know by now, wirelessly connected gadgets of all kinds are now collecting data, interpreting it, and making our lives a heck of a lot easier. From traffic alerts, online shopping...
Read MoreChanging the Connected World with 5G

Depending on which family member you ask, the cell phone is their favorite accessory, activity and possession. The evolution of smart phones over the past decade, coupled with the rise in social media popularity has created a...
Read MoreDisruptive Technology of the 21st Century

Over the course of time, society has benefited from innovation; today it is often referred to as disruptive technology! Throughout history, we have seen 4 major industrial revolutions, each influenced by a “disruptive...
Read MoreYour insider's guide to watching the election

As we are only a few short days away from one of the biggest elections in our country’s history, I wanted to provide a few tidbits for you to impress your coffee buddies this weekend when you are at Starbucks this weekend or with...
Read MoreJune 2020 Recap in 60 Seconds

June 2020 – Month in Review It appears as though the stock market is very much alive and kicking as the S&P 500 just logged its best quarterly gain since 1998, climbing an impressive 19.9%. However, for the month of June,...
Read MoreFeb 2020 review in 60 Seconds.

February 2020 in Review Volatility exploded in the last week of the month as worries over the Coronavirus gripped financial markets, powering a mammoth risk-off money flow. The S&P 500 fell -11.49% on the week, and the index now is...
Read MoreCoronavirus and the Stock Market

Welcome to the new decade! There is a lot to be excited about with the New Year but at the very same time, there will be no shortage of drama that awaits your investment markets! The impeachment trial started to get warm but quickly...
Read MoreWhat to know about the S.E.C.U.R.E. Act

December 20, 2019 marked the signing of the SECURE ACT (Setting Every Community for Retirement Enhancement). This bipartisan package of laws was designed to enhance access to and grow retirement savings options for American workers....
Read MoreSaving More Money in 2020

As we turn the page to the New Year and a new you, it’s about time to stair yourself down in the mirror and verbally commit to these New Year Resolutions that you worked so hard to create at 11:45pm. While you can’t go...
Read More9 Facts about Social Security
Friday, December 1, 2017Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
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