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Concord Wealth Management Blog

Does Your Adviser Know Your Why?

Are you thinking of working with a financial adviser? If you are seeking advice as to what you should do with your hard-earned money and who you should work with, then you probably should be asking yourself the following questions...

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Why Life Insurance is a Good Investment

When you hear the term life insurance, is the first thing that comes to mind is the employer-provided policy you have through work that provides some multiple of your salary if you should die while employed there...

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Ten Reasons Why You Should Have a Business Valuation

How can you plan for the future if you don't know the value of your biggest asset: your business? If you’re one of the 98%* of business owners who does not know the value of your business...

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What Working with a Financial Advisor Did for Me

Five years ago, my 15-year marriage ended and suddenly I was thrust into single parenthood. I had very little understanding of finances since my ex-husband managed them, and I had little knowledge of where the money went or how the money was managed...

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Five Critical Financial Issues Millennials Face

It is very clear that millennials face a very different financial landscape from older generations. Gone are the days of pensions, a lifetime of service to a single company, and real estate costs in check with single income earner households...

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Why Clients Need Concord Wealth Management Right Now

We’re in the midst of what might be called a financial boon: the stock market is at an eight-year all-time high, unemployment rates are at their lowest in ten years, and similarly mortgage rates are at their lowest of the year. Seems like nothing can go awry, right? 

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Wealth Management for All

The term ‘wealth management’ has a certain panache to it but oftentimes is misconstrued by the public. Sometimes people get the impression that working with a financial advisor...

Concord Wealth Management Chosen as Top Boston Financial Advisor

Concord Wealth Management was recently named a Top Boston Financial Advisor by Expertise.com, which curates lists of the best local professionals in each US city...