This book discusses how families should build a wealth strategy consistent with their family’s core values. It explores ways to prepare for major [...]
Statistics tell us that almost 30% of Americans over the age of 65 are living alone, and that among the population of older Americans who are [...]
Erik Strid, CEO and Founding Principal of Concentus Wealth Advisors, recently published his second book, Clarity: How Popular Culture is [...]
In last month’s article, we discussed the impact of human emotions on investment decisions. This month, we discuss why great investors should [...]
As we age, personal financial and legal management may be one of the most complex areas of “Administrivia” that we face.