Concierge Wealth Management Group

Are you a saver or a spender? Are you worried about money even though you’re comfortable financially? What’s the bill you must pay to be able to sleep at night? Read here to see how your family history left its stamp on your financial habits: http://ow.ly/LUkb50BWZCd

How does the occupant of the White House affect the exchange floor in New York? What about the party that holds the majority in Congress? The relationship is complex, and this election is complicated to say the least. From the effect on the market to the potential tax implications, we cover it here: http://ow.ly/N2nt50BWZAT

2020 comes with questions. What will the long-term effects of the economic shutdown look like? How will the election affect this? How do we recover? Join us for our Quarterly Market Outlook to look at the end of a year like no other. We will cover: How an unprecedented year has left the markets How volatility affects investor behavior... Macroeconomic trends and volatility in 2020 And much more! Sign up to join us TODAY at 1 p.m. PT

The tax landscape, and therefore the financial landscape, can shift when elections happen. But it may not look like what you think. Here's a historical look at the relationship between Wall Street and Washington and what to watch for after November 3: http://ow.ly/N2nt50BWZAT

2020 has been one for the record books, to say the least! Join us for our Quarterly Market Outlook webinar, where we’ll discuss the year so far and look at what the final act might entail. Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, will cover: The effects of prolonged volatility on the markets Major trends in 2020 and what those might mean for the future... The upcoming election and how that could change the picture And what to do about it! Join us Thursday, October 22, at 1 p.m. PT:

Spent your stimulus check yet? Hobbies, books and music sales show gains as Americans invest in normal life. But long-term recovery will take medical and financial innovation. http://ow.ly/chmx50BWRd5

Let’s look at some common characteristics of online financial scams and how you can protect yourself, your family and your business from fraud. We dive into: How scammers work in the digital world Specific schemes at play during COVID-19... How to protect yourself online through simple habits and more elaborate defenses Learn how to protect your accounts: http://ow.ly/wCXx50BKgSd

Mom was a spender, dad was a saver we all have these memories and stories in our lives. How does that narrative shape your financial habits and perspectives? Read about it here: http://ow.ly/gz0o50BQB0I

Have you reviewed your estate plan as 2020 comes to a close? Some of the rules and coordinates have changed. Join us TODAY at 12 p.m. PT. for our webinar Estate Planning in 2020 to make sure your legacy is on track. We’ll explore: Changes to the federal estate tax exemption and other tax details How to build flexibility into your estate plan ... How to start a confident legacy plan, no matter your level of wealth And much more! Register here: http://ow.ly/rUdX50BQAYq

We all can agree that 2020 has been strange. Our perspective hasn’t been shifted it’s been sucker-punched, forcing us to look at ourselves and our lifestyles like never before. Can we use this disruption to our normal routines to learn more about ourselves? Read Thanks, Granny: Money Quirks (Good or Bad) Can Be Inherited by Erin Wood, Vice President of Wealth Planning with our partners at Carson, to see how your life story affects your money story. http://ow.ly/FRsU50BQB0H

In a year like no other, how is your estate plan? Join us October 15 for an informative webinar to look at how you can prepare your legacy in uncertain times and look toward the future with confidence. We’ll cover: How the Tax Cuts and Jobs Act and other government changes can affect your estate plan The importance of digital estate planning ... How to start a confident estate plan, no matter your level of wealth And much more! Register for Estate Planning in 2020 here: http://ow.ly/wD1d50BQAYp

As optimism grows around a potential second stimulus package, the stock markets responded with a nice rally to end the week. http://ow.ly/yWdp50BQAQy

The SECURE Act has changed a lot about inherited IRAs, removing the stretch option and drastically adjusting the distribution schedule. Check out our SECURE Act RMD calculator for distributions on inherited IRAs and our guide, Making Sense of RMDs. http://ow.ly/xsP750BKgUk