We help build, grow, and protect your wealth through custom solutions for even the most complex financial scenarios. *The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of the Concord Custom Weath Group or its affiliates. Investment advisory services are offered through Concord Wealth Partners, LLC (CWP) to individuals and small business owners. Asset management services are offered through Concord Asset Management, LLC (CAM) to financial advisors and professionals. Tax and accounting services are offered through Trainer, Wright & Paterno (TWP) to individuals and small business owners. All of Trainer, Wright & Paterno’s CPAs and accountants are members of the American Institute of Certified Public Accountants. Concord Wealth Partners and Concord Asset Management are SEC Registered Investment Aadvisors. Both firms are affiliated with Trainer, Wright & Paterno through common ownership. More information about Concord Wealth Partners, Concord Asset Management, and their relationship with TWP can be found at https://custom.concordwealthpartners.com/. For full disclosures, visit: https://custom.concordwealthpartners.com/
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Despite some early fluctuations, stocks were able to maintain their momentum last week, notching more notable gains as investors reacted positively to recent comments from Fed Chairman Powell. Don't miss this week's market insights for an in-depth look at recent market performance, the Fed's next move, and what it could mean for investors. Learn more: https://lnkd.in/eYV4rvGG #Investing #Stocks #FederalReserve #InterestRates #RateCuts
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If Congress fails to extend or revise the Tax Cuts and Jobs Act (TCJA) by the end of 2025, several key provisions will expire that could significantly reshape the income tax landscape. Understanding how these changes might affect your own financial strategy will be crucial, so be sure to consult with your tax and financial professionals who can help you mitigate any long-term impacts. Don't wait until it's too late—click here to learn more: https://lnkd.in/egW2Y_kw #TCJA #TaxSunset #TaxStrategy #FinancialPlanning #WealthManagement
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Stocks continued their rally last week as investors responded positively to encouraging economic data and recent dovish comments from Fed officials. Keep up with the latest on the financial markets, inflation, and key economic news in this week's market insights. Continue reading: https://lnkd.in/e22yRBNr #StockMarket #Investing #Economy #FederalReserve #Inflation #InterestRates
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Despite a tumultuous start to the week, stocks showed some resilience by bouncing back from early losses as recession fears eased. Meanwhile, mortgage rates dropped to a 15-month low, prompting questions about future trends that could be influenced by the Fed's actions. Get the details in this week's market insights: https://lnkd.in/ezwZHfTy #Investing #StockMarket #MarketInsights #EconomicTrends #MortgageRates
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Despite recent market turbulence, the influence of artificial intelligence (AI) on the investment landscape over the past year has been undeniable. The U.S. remains at the forefront of AI advancement, but that has raised questions about how Europe and other regions are keeping up. In our latest blog, we discuss the potential implications of these trends on financial markets and the global economy. Learn more: https://lnkd.in/eUsKpB4a #Investing #FinancialMarkets #Economy #AI #TechInnovation
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As summer continues to present challenges for investors, many have raised concerns about recent market volatility and the direction of the U.S. economy. In his latest commentary, CIO Gary Aiken analyzes the contributing factors behind this sector rotation and provides his investment outlook for the months ahead. Read the full insight here: https://lnkd.in/euyZcUe6 #Investing #Stocks #Economy #InterestRates #AI #WealthManagement
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Stocks took a hit last week as investors seemed unfazed by recent comments from the Fed and more focused on disappointing economic data. Although Chairman Powell suggested a September interest rate cut could be in play, corporate reports and job growth data raised some concerns of a slowing economy. Keep up on the latest in this week's market insights. Read more here: https://lnkd.in/ehw2PqR6 #Investing #Stocks #StockMarket #FederalReserve #InterestRates #RateCuts #MarketVolatility
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Going through a divorce is not just an emotional journey, it can also lead to significant financial ramifications. In our latest blog, we examine some of the financial implications experienced throughout the divorce process, including hidden costs and how to avoid common pitfalls. Read more: https://lnkd.in/etqQmZ_C #Divorce #DivorcePlanning #LifeAfterDivorce #WealthManagement #FinancialPlanning