Concentric Wealth Partners

Concentric Wealth Partners We exist to help you build, protect, and share your wealth while achieving your personal, financial, and legacy goals. We share one central focus: YOU.

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. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goo...
10/09/2026

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics.

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Ever wonder if there's a way to organize your charitable giving that allows for flexibility and maximizes income tax ded...
10/08/2026

Ever wonder if there's a way to organize your charitable giving that allows for flexibility and maximizes income tax deductions? Read about a popular planning tool, a Donor-Advised Fund, or DAF, in our most recent blog. It's flexibility can be particularly useful during years when income is elevated, and in some situations, funding a DAF with appreciated investments may be more tax-efficient than selling the investment.

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How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Al...
10/02/2026

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play.

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The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and i...
10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

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Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
09/29/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

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In Weekly Economics, Raymond James Chief Economist Eugenio J. Alemán explores why today's inflation drivers and concentr...
09/25/2026

In Weekly Economics, Raymond James Chief Economist Eugenio J. Alemán explores why today's inflation drivers and concentrated consumer spending complicate the question of whether higher rates can return inflation to target.

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Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market...
09/24/2026

Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market appetite for risk improving.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

Struggling to retain top talent in a competitive market? Discover how financial wellness programs can give closely held ...
09/22/2026

Struggling to retain top talent in a competitive market? Discover how financial wellness programs can give closely held businesses a strategic edge—boosting retention, engagement, and productivity. Read the full blog to learn how small investments in employee financial health can yield big returns. 💼📈

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In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán interprets the Federal Reserve's latest dec...
09/18/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán interprets the Federal Reserve's latest decision and recent economic data, analyzing what they suggest about the path back to the Fed's 2% inflation target.

raymondjames.com

$100 oil and 5% 10-year Treasury yields are the main focus. Not only at elevated levels, but their rate of change has be...
09/17/2026

$100 oil and 5% 10-year Treasury yields are the main focus. Not only at elevated levels, but their rate of change has been sharp. This can dampen consumption, investment, and economic momentum longer they persist.

Read more in the Weekly Market Guide.

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Address

4101 Cox Road, Suite 175
Glen Allen, VA
23060

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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