by Concentrum Wealth | Jan 14, 2025 | Uncategorized
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your child’s pocket, teach him or her...
by Concentrum Wealth | Sep 30, 2024 | News, Uncategorized
With the election quickly approaching, we have been fielding calls, questions, and opinions on the potential returns of the market depending on who wins the presidential office in November. The main question boils down to: does a President make a market? When...
by Concentrum Wealth | Jun 3, 2024 | Uncategorized
Whenever you change jobs, you have several options with your 401(k). You can leave it where it is, transfer it into your new employer’s 401(k) plan (if one exists), or roll it over into an individual retirement account (IRA). For most people, rolling over a...
by Concentrum Wealth | Jan 9, 2024 | Uncategorized
Twelve months ago, the consensus view was that the US economy would tip into a recession in 2023. Some advisors went so far as to suggest that investors swap all their stocks for cash in anticipation of a looming recession. Mostly everyone, including the federal...
by Concentrum Wealth | Oct 25, 2023 | Uncategorized
Since 2017, taxpayers have been enjoying the tax cuts provided by the Tax Cuts and Jobs Act. Now, at the end of 2025 they are due to expire unless extended by Congress. That leaves you about two years to take advantage of the tax cuts and avoid the consequences of not...
