As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation. Equity markets have thrived and regained all the lost ground from 2022. On the other hand, the bond market still…
In today’s world, financial independence is a stepping stone to women’s empowerment. A critical path to pursuing this independence is having a suitable retirement income. One retirement strategy that may be appropriate is purchasing an annuity that provides a guaranteed stream of income that women can’t outlive. Here, we dive deeper into how annuities can…
Hello, friends! As many of you know, at Concerto Financial Partners, a large part of our practice was built around serving the needs of Engineers and others in the high-tech space. Today, we’re excited to dive into a topic that’s near and dear to most of those clients. It’s a bit like a secret weapon…
Times to call your financial advisor Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed. As…
YOUR PLANNING PROCESS, TIPS FOR REMARRYING AND ALLOCATING YOUR ASSETS Traditionally, women have been the caretakers of both the older and younger generations of their families. But providing care for family members is becoming increasingly difficult, as doing so may require a leave of absence from work and drain one’s bank account. Such income disruptions…