The Tree of Wealth

By |2025-08-12T13:24:37-04:00August 12th, 2025|Blog, Great Investors Series|

“Someone is sitting in the shade today, because someone planted a tree a long time ago.

– Warren Buffet

One of my favorite summer pastimes is sitting under the shade of a tree and reading a great book.

Speaking of trees … when you really think about it, growing your wealth in the equity market is a lot like growing a tree.  To find out why, watch our latest video.

Helping those you care about

The purpose of our “Great Investors” series is to help you to become an outstandingly successful investor by following the principles of patience and discipline which are required to prosper as an equity investor.  No doubt, “Mr. Market” periodically tests that patience and discipline, by subjecting investors to emotional swings which can cause many to make a Big Mistake.  It is only those who faithfully adhere to a rock-solid investing philosophy who will pass those tests.

Successful investing, while always fundamentally simple, will never be easy. You may have a family member, colleague or friend who perhaps has not fared as well recently, and who you feel might have benefited from the sort of advice you were receiving. Should that be the case, we would certainly appreciate your introducing us to them. We very much enjoy working with you, and would welcome the opportunity to offer the same level of planning and service to people whom you care about.

You are more than welcome to bring a friend or family member to our next Great Investors LIVE event in October, or to share a subscription to this article series.

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Stay The Course

Our core investment strategy has always been to stand fast, tune out the noise, and continue to work on your long-term plan. Needless to say, that continues to be our recommendation, and in the strongest possible terms.
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By |2025-08-12T13:24:37-04:00August 12th, 2025|Blog, Great Investors Series|

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Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.