Alden Capital Management

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Alden Capital Management What matters most to your family, matters most to ours. PKS and Concurrent Investment Advisors, LLC d/b/a Alden Capital Management are not affiliated companies.

As a family business, our team understands the impact that changing family dynamics and major
life events can have on your long-term vision. Our comprehensive approach to financial planning, in the context of our conservative investment philosophy, ensures that we’re considering all the needs of the individuals, families and small businesses we serve. We work with you to anticipate and prepare for life’s big moments so you can concentrate on what matters most each small step of the way – your loved ones.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Please visit our website www.AldenPlanning.com for important disclosures.
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Fall Is Officially Here! The leaves are changing, temperatures are dropping, pumpkin spice lattes are back, and the holi...
10/26/2026

Fall Is Officially Here!

The leaves are changing, temperatures are dropping, pumpkin spice lattes are back, and the holidays are just around the corner! Are you ready? It truly is one of the best times of the year, a season for gathering with family and friends, making memories, and enjoying the little things.

Amid all the excitement and busyness of the season, remember to slow down, pause, and reflect on what you’re thankful for. Sometimes, it’s the simplest moments that remind us how much we have to be grateful for.

The Christofferson family enjoyed a lovely weekend together at Seabrook.

What do you do to slow down, center yourself, and remember what matters most? We’d love to hear how you practice gratitude this time of year!

Get to Know Us! Meet Mitch!Mitch is the newest addition to the Alden Capital Management team, joining us in April of thi...
10/23/2026

Get to Know Us! Meet Mitch!

Mitch is the newest addition to the Alden Capital Management team, joining us in April of this year as our Wealth Planning Strategist. We’re very excited to have him on board! Many of you may already know Mitch from our weekly Market Minute with Mitch updates.

Mitch graduated from Pitzer College in 2016 with a degree in Economics. After graduation, he set off on a year-long adventure traveling through Australia and New Zealand before returning to Seattle to begin his career in the financial services industry.

Mitch lives in Seattle with his wonderful wife, Sophie. When he’s not working, he enjoys staying active by playing pickleball, tennis, and golf.

I asked Mitch, “If you could have any superpower, what would it be and why?” Without hesitation, he said teleportation! His reason? “I love to travel, and being able to go anywhere immediately would be amazing!”

We’re thrilled to have Mitch as part of the Alden Capital Management family. Be sure to tune in to Market Minute with Mitch to hear his insights on what’s happening in the markets!

10/21/2026

Market minute with Mitch, your weekly check in for timely updates and practical insights from the world of wealth management.

Social Security recipients will receive a 3.6% cost-of-living adjustment (COLA) in 2027, translating to approximately $7...
10/20/2026

Social Security recipients will receive a 3.6% cost-of-living adjustment (COLA) in 2027, translating to approximately $75 more per month on average.

The increase comes as inflation continues to affect everyday expenses. September's Consumer Price Index showed prices rising 3.7% over the past year.

But will the adjustment be enough? A September AARP survey found that roughly three-quarters of adults age 50 and older didn't believe a 3.5% COLA would keep pace with rising prices.

The actual increase will vary by recipient, and expenses such as health care, housing, and groceries may affect how far that additional income goes.



Source:

The Social Security Administration projects a 3.6% cost-of-living adjustment for older adults and people with disabilities starting in 2027.

Get to Know Us! Meet Emy!Emy is our Client Relationship Manager and joined the Alden Capital Management team in 2025!Emy...
10/16/2026

Get to Know Us!

Meet Emy!

Emy is our Client Relationship Manager and joined the Alden Capital Management team in 2025!

Emy graduated from Western Culinary School in Portland, Oregon, where she met her husband, Justin. After graduating, Emy and her husband, Justin, moved to Napa, where she began her career in the restaurant industry before transitioning into the w**e industry. She later became a stay-at-home mom to their three children, Jay, 22, Wyatt, 18, and Myles, 15. Before joining Alden Capital Management, Emy served as the Event and Culinary Manager at Alexandria Nicole Cellars

When she’s not at work, Emy enjoys running, gardening, and spending time with her family.

We asked Emy: If you could have one superpower, what would it be and why?

SPEED! Emy says, “I feel like there’s never enough time to get everything done that I need to do, do the things I want to do, or spend time with the people I love!”

We’re so happy to have Emy on the Alden Capital Management team!

10/14/2026

Market minute with Mitch, your weekly check in for timely updates and practical insights from the world of wealth management.

Get to Know Us! Meet Carol!Carol is our Operations Manager and has been an invaluable part of Alden Capital Management s...
10/09/2026

Get to Know Us!

Meet Carol!

Carol is our Operations Manager and has been an invaluable part of Alden Capital Management since 2000! She’s the encyclopedia of the office, and we’d be lost without her.

Carol graduated from UCLA with a degree in English Literature and a minor in Business Administration. Go Bruins! After college, she had some great adventures visiting her brother in Paris and her sister in Mexico.

Carol lives in the Seattle area with her husband, Bill, and their 17-year-old son, Brendan. When she’s not keeping everything running smoothly at the office, you can often find her cheering on the Mariners and Seahawks with her family!

I asked Carol, “If you could have any superpower, what would it be and why?”

Her answer? The ability to fly! Carol dreams of soaring high in the sky. She thinks there’s something incredibly peaceful about being up above it all, and the savings on airfare would be a pretty nice bonus, too!

We’re so lucky to have Carol on our team. Thanks for everything you do, Carol!

Productivity always seems to pick up when Betty is here to “supervise.” 👀📋Sometimes the best system is simple: clear pri...
10/06/2026

Productivity always seems to pick up when Betty is here to “supervise.” 👀📋

Sometimes the best system is simple: clear priorities, fewer distractions, and a steady presence to keep you on track.

What’s your go-to way to stay focused?

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310 120th Avenue NE, Ste 200
Bellevue, WA
98005

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