Concord Wealth Partners

11/02/2026

📉 The economy grew faster than expected last quarter. Stocks still fell.

👉 Gary Aiken explains why in this week's Weekly Market Insights: https://loom.ly/dAmtkUs

Important disclosure information: https://loom.ly/e42e1X8

11/02/2026

🗓️ Reviews. RMD deadlines. Tax-loss harvesting. Compliance. Investment due diligence. And somewhere in all of it, growing the practice.

During the busiest time of year, can you do all of these effectively?

🧩 At Concord, each of those lanes has a team behind it: client service for reviews, operations for deadlines, in-house tax professionals, a compliance team, a CIO-led investment team, and a growth engine advisors plug into alongside the work they already do in their own communities.

🤝 Plugging into a firm like Concord helps advisors deliver a better client experience, keep growing, and get more of their life back.

10/31/2026

🦖 Our team brought a full prehistoric setup to Chilhowie Elementary’s trunk-or-treat yesterday: a dinosaur-themed trunk, a cauldron of candy, one explorer on patrol, and a very large T. rex keeping watch.

🎃 We had a blast handing out treats and seeing all the costumes. Thank you to the school for hosting and to every family who stopped by to say hello. Wishing you a safe and happy Halloween.

10/30/2026

📬 Social Security benefits will rise 3.6% in 2027, about $75 more a month for the average retirement benefit before deductions, according to the Social Security Administration (Oct. 14, 2026).

Medicare premiums and any tax withholding come out first, so plan next year's budget around your actual deposit, not the headline number. Your new amount will be on your COLA notice, available online in late November if you sign up for paperless notices at SSA.gov by Nov. 18.

👉 Read Justin Lopez's full breakdown of what the change may mean for your taxes, Medicare, and retirement income:
https://loom.ly/Bai_i9Q

Important disclosure information: https://loom.ly/e42e1X8

10/28/2026

🎥 "I now have an actual marketing plan and strategy that the firm is helping to implement." Marissa Klaers, CFP®

▶️ In this clip, she walks through two changes after joining. The first was a more structured process before, during, and after client meetings, which helped her team settle into clear roles. The second was marketing: with the firm's help, she produced Couples & Money, a video series many of her clients now watch before they meet with her.

📈 Marketing support that comes with a plan and a team to carry it out is one less job an advisor has to handle alone.

10/26/2026

📉 Tech stocks swung hard in both directions last week. And one housing number just hit its lowest level on record.

👉 Gary Aiken explains what's really going on. Read the full Weekly Market Insights here: https://loom.ly/gcZz_iA

Important disclosure information: https://loom.ly/e42e1X8

10/23/2026

🎥 "I can solely focus on the clients and the relationships and the planning and what I bring the value to." Marissa Klaers, CFP®, on what changed once she had a full team behind her.

▶️ In this clip, she describes stepping back from micromanaging everything around her team, her clients, and her firm. With that work handled, her attention goes to client relationships and planning, where she adds the most value.

🤝 For an advisor, the team around you decides how much of your day goes to the work clients actually come to you for.

10/21/2026

👥 Independence doesn’t have to mean working alone.

🧭 At Concord Wealth Partners, the support comes as one team. Investment management, compliance and operations, client experience technology, practice management, and marketing all work together. That means fewer handoffs, fewer gaps, and more time for what you were trained to do, which is serving clients and growing your practice.

Concord handles the infrastructure so you can lead again instead of manage.

🌐 See how the team works at concordwealthpartners.com/for-advisors.

Important disclosure information: https://loom.ly/e42e1X8

10/20/2026

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors. Here is how each index finished, what drove the moves, and what is on the calendar this week:
https://loom.ly/0xYO_os

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors.

10/20/2026

🎉 Sheila Lopez is turning 60, and the whole Concord crew is celebrating.

Over the years, Sheila has covered the front desk, booked appointments, handled payroll…you name it. These days,
she plans our client events, leads our charitable work, and puts together our marketing materials. She's also the one
who remembers your birthdays and anniversaries, so this time it's our turn to acknowledge her.

🐾 Outside the office, look for her biking or walking the Creeper Trail, out on the lake, or walking Ginger, Sammy and Marley. When she isn't doing any of that, she's probably cooking for a crowd of family, friends, and
coworkers.

🎂 Happy birthday, Sheila. Here's to 60 and everything ahead!