Broker Check

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

 

Thursday, July 9, 2020

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,...

 

Tuesday, March 3, 2020

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...

 

Monday, February 10, 2020

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...

 

Monday, January 27, 2020

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....

 

Friday, January 3, 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...

 

Show All

Friday, December 1, 2017

Tip: 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...