Concentric Wealth Partners

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Concentric Wealth Partners We exist to help you build, protect, and share your wealth while achieving your personal, financial, and legacy goals. We share one central focus: YOU.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

Read our latest blog for insights on the maturing bull market. Our outlook is cautiously optimistic as we head into 202...
10/26/2026

Read our latest blog for insights on the maturing bull market. Our outlook is cautiously optimistic as we head into 2027, but how will the midterm elections affect this? As ever, its important to remain prepared for periods of volatility. 📈💵🗳️

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Manufacturing production is recovering, but manufacturing employment has remained largely unchanged. In the latest Weekl...
10/23/2026

Manufacturing production is recovering, but manufacturing employment has remained largely unchanged. In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines why stronger output doesn't always lead to more jobs.

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Thinking about stepping away from your business someday? Start planning now. This blog offers a high-level overview of b...
10/22/2026

Thinking about stepping away from your business someday? Start planning now. This blog offers a high-level overview of business exit planning, including key strategies to align your personal, financial, and business goals for a smooth and successful transition. 🏢📈

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The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices ...
10/22/2026

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices and interest rates. Beneath the surface, the impact of these factors have been much more acute.

Read more in the Weekly Market Guide.

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Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across ...
10/16/2026

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across income groups. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán shares his perspective on the latest economic data.

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Recent tax law changes have made it harder to benefit from annual charitable contributions alone. Some donors may benefi...
10/16/2026

Recent tax law changes have made it harder to benefit from annual charitable contributions alone. Some donors may benefit from concentrating multiple years of charitable contributions into a single tax year, a strategy commonly known as charitable bunching. Learn more about the benefits in our recent blog.

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We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with im...
10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

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Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goo...
10/09/2026

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics.

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Ever wonder if there's a way to organize your charitable giving that allows for flexibility and maximizes income tax ded...
10/08/2026

Ever wonder if there's a way to organize your charitable giving that allows for flexibility and maximizes income tax deductions? Read about a popular planning tool, a Donor-Advised Fund, or DAF, in our most recent blog. It's flexibility can be particularly useful during years when income is elevated, and in some situations, funding a DAF with appreciated investments may be more tax-efficient than selling the investment.

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How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Al...
10/02/2026

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play.

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Address

4101 Cox Road, Suite 175
Glen Allen, VA
23060

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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