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.
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' 2024 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.
Erik Strid named a 2024 Forbes Best-In-State Wealth Advisor
CEO Erik Strid was ranked on Forbes' 2023 Best-In-State Wealth Advisors list.