Concordia Wealth Planning

10/24/2026

For this week's Barron's Advisor Big Q, they asked wealth advisors about the approach they're using now, as longer life spans and improving medicine are changing the calculus.

10/23/2026

Regulators warn that advisors and clients can’t use the conversions as a pass-through to avoid capital-gains taxes.

10/21/2026

In the contrarian logic of investing, rising interest rates have made bonds much more attractive, New York Times columnist Jeff Sommer says.

10/19/2026

A new financial power couple has arrived.

10/17/2026

Commodities are having a moment, and headlines will tell you why: the impact of the wars in Iran and Ukraine-Russia on energy markets, the AI boom's reliance on a wide range of rare earth minerals, and long-term inflation and sovereign debt concerns bolstering precious metals.

10/16/2026

Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential tools for surviving a modern polycrisis.

10/14/2026

As AI accelerates the pace of business, leaders are under pressure to keep up. Here's why pausing to think may be one of the most productive things business leaders can do.

10/12/2026

Before chasing higher rates, bond buyers have to figure out what type of investor they actually are.

10/10/2026

10/09/2026

Launching AI in English is fast, but it ignores a massive global market. To earn your next million users, look beyond simple translation.