Concord Wealth Management Blog
Four Ways Millennials Are Reshaping Life Insurance
Millennials may be decades away from retirement and still juggling substantial financial challenges like student loan debt, wage stagnation and steeply rising housing costs. However they are also the generation that is changing the life insurance landscape...
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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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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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Why Life Insurance is a Good Investment
When you hear the term life insurance, is the first thing that comes to mind 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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Boston Globe Names Concord Wealth Management a 2017 Top Place to Work
Concord Wealth Management was named a Boston Globe Top Place to Work for 2017 in the small company category (50 to 99 employees)...
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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...