Concentric Wealth Partners

We are excited to share that one of our advisors, Chris Vidler, CFP®, CIMA®, RICP®, CLU®, has been named to the 2024 Forbes Best-in-State Wealth Advisors List! This recognition is only possible because of the amazing work that our team does every day to support our clients on their mission to financial freedom! Thank you to all of our clients who continue to put their trust in us. #forbesbestinstate #financialplanning #wealthmanagement 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://lnkd.in/gFkaadz for more info. https://lnkd.in/ehsjCTZ8

The S&P 500 was able to break out to new highs over the past week- continuing the uptrend in place and keeping the path of least resistance higher. Read more in the Weekly Market Guide.

"Once you reach a certain level of wealth, the conversation shifts." Explore the distinct opportunity municipal bonds offer high-net-worth investors.

Open Enrollment is a crucial time of year when your Medicare choices can significantly impact your health and finances. Think of it as your annual financial checkup – plans and pricing change every year, so it's important to look closely when reevaluating your current plan during Open Enrollment. When Medicare beneficiaries are unsure how their plan and coverage works, they can wind up paying more for their health care than necessary and miss out on getting the coverage that's available to them. Recent studies show that 65% of Medicare beneficiaries find the program confusing and difficult to understand, so you're not alone in needing support to demystify this process. Open enrollment starts annually in October, so check out this article to learn more and then let's discuss what works best for you and your family.

Rate Cut Cycle Begins: The Fed has officially announced its first rate cut, opting for 50bps to begin loosening monetary policy. For the remainder of the year, the Fed expects at least 50bps more of cuts. Read more in the Weekly Market Guide.

While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it's a good idea to schedule a meeting with your financial advisor and tax professional as well.

Turning 18 is a big step! Make sure your young adult has crucial documents like healthcare proxies and financial powers of attorney set up before they head off to college or start their career. It's about protecting their future independence. #LegalReadiness #ParentingTips

Worst Weekly Performance for the S&P 500 since March ‘23: After a sharp rally from the early August lows, the S&P 500 stalled just below prior highs. Read more in the Weekly Market Guide.

We remember the lives lost during the horrific attacks on September 11, 2001, and their families, and we honor the heroes who bravely responded when it was needed most.

Exciting news – Chris Vidler, CFP®, CIMA®, RICP®, CLU® has been named a Best-in-State Next-Gen Wealth Advisor by Forbes! See the full 2024 rankings! Forbes Top Next-Gen Wealth Advisors Best-in-State 2024, developed by Shook Research, is based on the period from 3/31/23 to 3/31/24 and was released 8/8/2024. 4,081 nominations were received and 1,621 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4cVTpjA. Please see: https://bit.ly/3OzhwJY.