Concurrent Experts in the Spotlight

Your Concurrent financial advisors and coaches regularly provide expert insights and financial education well-known personal finance media, press and podcasts to keep the public informed with trusted information. Tune in or read for valuable contributions that will help advance your finances and well-being.

Dr. Cherry: Investors Who Don’t Join in Rally Could Wind Up with FOMO

Stock Market Rally: Don't let FOMO Derail Your Investment Plan

5 Steps for Couples to Make a Staggered Retirement Work

Dr. Preston Cherry Joins Tavis Smiley

Investing Uncertainty, 'Manage the Moment'

Market Timing and the Role Behavioral Finance Plays

Cost of Missing Market's Best Days

As Recession Risk Jumps, Top Financial Pros Share Their Best Advice to Clients

Here's Why Gen X Can't Rely on the Great Wealth Transfer for Retirement

Article: Empowering Wealth and Well-Being: Dr. Preston Cherry Leading the Charge at UW-Green Bay

Video: Empowering Wealth and Well-Being: Dr. Preston Cherry Leading the Charge at UW-Green Bay

Black History Month Roundtable: Financial Equity & Racial Equity

Watch Policy, Protect ‘Near-Term’, and Don’t Panic

The Emerging Trends That Could Shape the Capital Markets and Macro Landscape in Early 2025

Concurrent Financial CEO Reveals Secret for Finding ‘Financial Harmony’

What Do People Regret the Most When They Retire?

January Effect: What It Is in the Stock Market, Possible Causes

Consumer Confidence Heading Into 2025

Overconcentration of Crypto Could be Dangerous

Tax Planning Options Before New Year’s

Managing Your Trading Emotions

Planner's New Book Composes 'Wealth in the Key of Life'

What Peak 65 Means for My Gen X Clients

How Gen X can transform worrying about finances to flourishing

Stock Market Euphoria: NVDA FOMO

Aiming for $100M, RIA adds 3 advisors with doctorates

Concurrent Financial Planning Bolsters Team with Leading Financial Advisors

Seven Steps to Start Your Child Off on the Right Financial Foot

Nine Common Wealth-Building Mistakes You Might Be Making

4 things to avoid doing when your CD matures

Stock Market Euphoria: NVDA FOMO

Concurrent Financial Planning Bolsters Team with Leading Financial Advisors

How to Properly Juggle the Retirement Struggle

Should you be stashing your savings in cash? Three alternatives to consider

How Gen X can transform worrying about finances to flourishing

Seven Steps to Start Your Child Off on the Right Financial Foot

Nine Common Wealth-Building Mistakes You Might Be Making

Investing in Trump Media is an ‘act of faith,’ expert says. Here are some risks involved

5 Financial Mistakes to Avoid When You Are Self-Employed

Aiming for $100M, RIA adds 3 advisors with doctorates

9 Anxious Thoughts Keeping You Up at Night—And How to Manage Them

Stock Market Euphoria: NVDA FOMO

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How to Properly Juggle the Retirement Struggle

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Investing in Trump Media is an ‘act of faith, expert says. Here are some risks involved

Watch the Video

4 things to avoid doing when your CD matures

Watch the Video

How to Properly Juggle the Retirement Struggle

Watch the Video

Investing in Trump Media is an ‘act of faith, expert says. Here are some risks involved

Watch the Video

Should you be stashing your savings in cash? Three alternatives to consider

Watch the Video

9 Anxious Thoughts Keeping You Up at Night—And How to Manage Them

Watch the Video

5 Financial Mistakes to Avoid When You Are Self-Employed

Watch the Video

Should you be stashing your savings in cash? Three alternatives to consider

Watch the Video

9 Anxious Thoughts Keeping You Up at Night—And How to Manage Them

Watch the Video

5 Financial Mistakes to Avoid When You Are Self-Employed

Watch the Video

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The annual invesment managment fee schedule for all discretionary accounts managed by Concurrent is calculated as follows:

Concurrent
Market Value of Portfolio	Annual Advisory Fee
$1 – $1,000,000	0.95 %
$1,000,001 and $10,000,000	0.75 %
$10,000,000 and above	negotiable