Concord Wealth Partners

✨ Team Spotlight: Gary Aiken ✨

At Concord Wealth Partners, our people are what make the difference. This week, we're excited to introduce Gary Aiken and share a few fun facts that you may not know about him!

🎹 Music has always been a big part of Gary's life. A classically trained pianist, he competed in high school, performed with rock bands throughout the late '90s and early 2000s, and can still play (and sing!) just about any Billy Joel or Elton John song. Today, you'll still find him jamming with friends or participating in the occasional charity "battle of the bands."

🍂 Gary's favorite time of year? "Sweater season." Early fall and early spring are perfect for hiking, golfing, spending time outdoors, and enjoying the fresh air. Those seasons always leave him feeling optimistic—and as a market professional, earnings season is a close second!

📚 If Gary could sit down with one historical figure, it would be Alexander Hamilton. He'd love to hear firsthand stories about Hamilton's relationships with America's Founding Fathers, discuss today's economy, and, of course, ask what he thought of the hit Broadway musical inspired by his life.

We love getting to know the people behind Concord, and we're grateful to have Gary as part of our team. Be sure to say hello if you see him around!

Section 530A accounts (Trump Accounts) offer a new tax-advantaged way for children under 18, not just newborns, to start building long-term savings. Our latest insights piece covers eligibility, contribution limits, and how these accounts compare to 529 plans and Roth IRAs.

https://concordwealthpartners.com/what-are-trump-accounts-a-guide-to-section-530a-savings-for-children/

What Are Trump Accounts? A Guide to Section 530A Savings for Children Learn how Section 530A accounts (Trump Accounts) work: eligibility, contribution limits, investments & how they compare to 529s & Roth IRAs.

The number one thing clients remember isn't your portfolio performance... 👀

It's how you make them feel! 🤝

Every client interaction matters.

When advisors have dependable operational support behind the scenes, they gain more time to prepare for meetings, communicate proactively, and deliver an exceptional client experience. 📈

✨ Great service isn't luck.

It's built through:

✅ Strong systems
✅ The right people
✅ Meaningful partnerships

The best advisors know that an outstanding client experience starts long before the meeting begins.

💡 Discover how Concord's customer service systems help advisors elevate every client relationship.

Chip stocks slid last week, dragging major indexes down even as inflation data came in cooler than expected.
https://concordassetmgmt.com/insight/weekly-market-insights-monday-july-20-2026/

Weekly Market Insights - Monday, July 20, 2026 Chip stock selloff overshadows cooling inflation data, pulling major indexes lower as investors rotate away from tech names.

🚨 MYTH vs. REALITY 🚨

❌ MYTH:
Joining a larger organization means giving up your independence.

✅ REALITY:
The right partnership gives you the support to reach new heights while allowing you to retain the independence and equity you've worked hard to build. 📈🤝

Here's what that support can look like:
🎯 Custom Marketing
⚙️ Operational Assistance
💻 Tech Stack Integration
🧩 Broker-Dealer Problem Solving
📊 Growth Strategies

💡 You don't have to choose between independence and support.

With the right partner, you can have both.

Tax Tip: Reporting Cash Payments

Individuals, companies, corporations, and others must report cash transactions of more than $10,000. These cash payments can include jewelry sales, gifts from family members, overseas purchases, or any other cash transactions. You also need to report cash payments received in one lump sum, in two or more related payments within 24 hours, or as part of a single transaction or two or more transactions in the previous year.

All you need to do is file Form 8300, Report of Cash Payments Over $10,000 Received in a Trade or Business. The form requires information about the giver and the recipient of the cash, a description of the transaction, and details about any other parties involved.

This information is not a substitute for individualized tax advice. Please consult with a qualified tax professional to discuss your specific tax issues.

Source: IRS.gov, July 24, 2025

The average household allocates the largest shares of its budget to housing and transportation. See how your spending compares to national benchmarks.
https://concordwealthpartners.com/the-average-american-budget/

The Average American Budget Understand how average American household spending breaks down across housing, food, transportation, healthcare, insurance, and other budget areas now.