Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

Weekly investment strategy

09/23/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Understanding the Fed (or at least trying)

09/23/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

09/23/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Markets flinch at Fed's aggressive action

09/21/2022
No interest rate cuts are in sight until 2024, according to the Fed's new dot plot.
Markets & Investing

Could you thrive in a niche retirement community?

Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity

Add important financial deadlines to your year-end calendar

Review key dates related to charitable giving, Medicare and tax planning.
Retirement & Longevity

Does your estate plan account for your digital assets?

Online services, important documents and family mementos can carry great value.
Estate & Giving

Fixed Income... Why Now?

09/19/2022
By Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Will the PCE deflator have the last word in August?

09/16/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly investment strategy

09/16/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

09/16/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Building your social media presence: a no-fuss guide

Learn how professionals are gaining more than just followers on social media.
Family & Lifestyle

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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