Alden Capital Management

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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Find your row first, then look one row up.That's the difference starting 5 years earlier can make.At a hypothetical 8% a...
06/01/2026

Find your row first, then look one row up.

That's the difference starting 5 years earlier can make.

At a hypothetical 8% annual return, the difference between starting at 40 vs. 35 on a $500/month contribution is over $200,000 by the time you reach 65. Not because of more money—just more time.

Time in the market is not just valuable, it's the whole game.

Which row did you land on—and did it surprise you?

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contr...
05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

We had the pleasure of attending the Together for Tomorrow Luncheon in support of Family Law CASA, a wonderful organizat...
05/25/2026

We had the pleasure of attending the Together for Tomorrow Luncheon in support of Family Law CASA, a wonderful organization that supports children and families navigating custody cases in King County. We are honored to support such an important cause. king county

A beautiful evening celebrating our wonderful clients aboard Waterways Cruises. We had a lovely time taking in our beaut...
05/22/2026

A beautiful evening celebrating our wonderful clients aboard Waterways Cruises. We had a lovely time taking in our beautiful city, listening to amazing music from Justin Trio, and mingling with great people. We are incredibly lucky to have such wonderful clients.

05/18/2026
Every earnings season is different, but the influence of a handful of companies is undeniable.
05/11/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

This is a hypothetical example and is not representative of any specific investment or combination of investments. Illus...
05/08/2026

This is a hypothetical example and is not representative of any specific investment or combination of investments. Illustration assumes Early Investor contributes $10,000 annually to a tax-deferred retirement account for ten years, while Late Investor contributes $10,000 annually for thirty years. Both accounts earn a hypothetical 6 percent annual rate of return. Consider your ability to make contributions over time before committing to a long-term strategy.

The early investor put in $100,000.
The late investor put in $300,000.

They ended up with nearly the same amount.

Let that sink in.

Starting early didn't just save money—it saved $200,000 in contributions. Same destination, a third of the effort. That's not a financial trick. That's time doing what money alone never can.

If you've been waiting for the "right time" to start investing, this chart is your sign. Save this post and share it with someone who needs to see it.

A common online security tool is now being used in a new type of scam.Cybercriminals are increasingly using fake CAPTCHA...
05/04/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

We had an incredible time with our team and colleagues at the annual Concurrent Ascend Conference in Austin, Texas. From...
05/01/2026

We had an incredible time with our team and colleagues at the annual Concurrent Ascend Conference in Austin, Texas. From insightful sessions on the market to learning about technology, the experience was both inspiring and energizing.

Most of all, it was truly special to spend quality time with everyone in the Concurrent family. Already looking forward to next year!

Address

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

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