Broker Check

561-750-3138

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

 

Monday, May 2, 2022

 

Friday, April 1, 2022

 

Tuesday, March 1, 2022

 

Tuesday, February 1, 2022

 

Monday, January 3, 2022

 

Show All

Friday, July 30, 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...

 

Monday, June 21, 2021

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,...

 

Tuesday, May 11, 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...

 

Wednesday, April 28, 2021

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...

 

Thursday, April 8, 2021

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...

 

Tuesday, March 16, 2021

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...

 

Friday, October 30, 2020

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...

 

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...

 

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...