Concord Wealth Partners

07/17/2026

🚨 MYTH vs. REALITY 🚨

❌ MYTH:
Joining a larger organization means giving up your independence.

✅ REALITY:
The right partnership gives you the support to reach new heights while allowing you to retain the independence and equity you've worked hard to build. 📈🤝

Here's what that support can look like:
🎯 Custom Marketing
⚙️ Operational Assistance
💻 Tech Stack Integration
🧩 Broker-Dealer Problem Solving
📊 Growth Strategies

💡 You don't have to choose between independence and support.

With the right partner, you can have both.

07/16/2026

You've spent decades saving for retirement. But have you planned how to turn those savings into income?

For many people approaching retirement, the biggest question isn't how much they've saved - it's how to withdraw it efficiently without paying more taxes than necessary.

In this short video, Concord Wealth Partners' newest advisor, Cody Anderson, explains one of the most important retirement planning conversations you can have before you retire.

📅 Ready to talk through your retirement income plan? Schedule a conversation with Cody today: https://calendly.com/cody-concordwealthpartners/fit-call

07/16/2026

Introducing Cody Anderson (New to Concord)

🥛 From counting change for milk to a financial planner. Early childhood memories that changed the course of his life.

Growing up with a single mother, Cody Anderson witnessed firsthand the grit, sacrifice, and determination it took to make ends meet. Those experiences shaped his values and sparked a passion for helping others achieve financial confidence.

Today, we're proud to welcome Cody Anderson to the Concord Wealth Partners team! 🎉

After completing graduate school at Virginia Tech, Cody discovered his calling in financial planning. He believes the best part of his work is building lifelong relationships and helping people reduce financial stress through thoughtful, personalized guidance.

Please join us in giving Cody a warm Concord welcome! 👏

📅 Want to talk with Cody about your financial goals? Book a time directly on his calendar here: https://calendly.com/cody-concordwealthpartners/fit-call

07/15/2026

Tax Tip: Reporting Cash Payments

Individuals, companies, corporations, and others must report cash transactions of more than $10,000. These cash payments can include jewelry sales, gifts from family members, overseas purchases, or any other cash transactions. You also need to report cash payments received in one lump sum, in two or more related payments within 24 hours, or as part of a single transaction or two or more transactions in the previous year.

All you need to do is file Form 8300, Report of Cash Payments Over $10,000 Received in a Trade or Business. The form requires information about the giver and the recipient of the cash, a description of the transaction, and details about any other parties involved.

This information is not a substitute for individualized tax advice. Please consult with a qualified tax professional to discuss your specific tax issues.

Source: IRS.gov, July 24, 2025

07/14/2026

The average household allocates the largest shares of its budget to housing and transportation. See how your spending compares to national benchmarks.
https://concordwealthpartners.com/the-average-american-budget/

Understand how average American household spending breaks down across housing, food, transportation, healthcare, insurance, and other budget areas now.

07/13/2026

Chip stocks powered this week's rally, even as the Fed stayed divided on rates and geopolitical tension lingered.
https://concordassetmgmt.com/insight/weekly-market-insights-monday-july-13-2026/

Chip stocks fueled a market rally, lifting the S&P and Nasdaq, as investors weighed geopolitical tension and a divided Fed on interest rates.

07/10/2026

Our CIO Gary Aiken just released his July Insight, "The Grind Continues," a look at the first half of 2026 in the economy and markets.

Read the full piece here: https://concordassetmgmt.com/insight/the-grind-continues-a-review-of-the-first-half-of-2026-for-the-economy-and-markets/

Questions? Send us a message.

A mid-year review of economic and market trends, exploring Fed policy, geopolitical volatility, and resilient global stock performance.

07/10/2026

🚨 Is your marketing helping you grow... or holding you back?

The best advisors don't just build trust. They stay visible. 👀

In today's competitive landscape, referrals are still valuable, but they're only part of the equation. Consistent branding, educational content, digital marketing, and regular communication all help keep your practice top of mind and positioned for long-term growth. 📈

🤝 The right marketing support allows you to focus on what you do best: serving your clients, while your brand continues working behind the scenes.

💼 Your marketing should be working just as hard as you are.

❓How are you currently attracting new clients?

07/07/2026

🧢 Being a financial advisor shouldn't mean being your own marketing department, compliance officer, operations manager, and IT support. Yet for many advisors, that's exactly what happens. Every hour spent handling administrative work is an hour that isn't spent strengthening client relationships or growing your business.

🌟 Imagine what you could accomplish with a team supporting your operations, marketing, technology, and service behind the scenes. More support means more time for what matters most.

⏰ Which responsibility takes up more of your week than you'd like?

07/07/2026

Trump Accounts are now open for contributions. Curious how they stack up against a 529, and what families should weigh before adding one?
https://concordwealthpartners.com/trump-accounts-are-here-what-young-families-should-know/

Learn how Trump Accounts work, who qualifies for the federal seed, contribution rules, education savings comparisons, tax cautions, and family planning tips.