Concentric Wealth Partners

06/25/2026

Thinking about paying off your mortgage early? 🏡 Before making the leap, consider how it fits into your broader financial goals—from emergency savings and retirement planning to liquidity and tax implications. Our blog breaks down what you need to know to make a smart, balanced decision. https://www.raymondjamesconnect.com/aO8zf8

06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

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06/21/2026

Honoring the Fathers and Father figures who encourage, support and inspire us every day. Happy Father's Day!

06/19/2026

This Juneteenth, the CWP office is closed. Join us in honoring Juneteenth and its significance in our shared history.

06/18/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines Federal Reserve Chair Kevin Warsh's new approach to Fed communication and his comment that "inflation is a choice."

raymondjames.com

06/18/2026

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

06/16/2026

Is long-term care insurance a smart move? This blog explores the pros and cons of long-term care coverage, including who might benefit most, what costs to expect, and how different policy types compare. If you're planning for retirement or caring for aging loved ones, this is a must-read. 🩺💸

concentricwealthpartners.com

06/12/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán explores recent inflation data and the growing disconnect between market sentiment and consumer experience:

raymondjames.com

06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

amazonaws.com

06/11/2026

Check out our blog about how downsizing can impact your retirement. One of the most significant lifestyle decisions you may face is whether to downsize your home. For many pre-retirees, the idea of simplifying life, cutting costs, and freeing up time and money for travel or hobbies is appealing. But like any financial decision, downsizing comes with both opportunities and potential pitfalls. 🏠💸💡

concentricwealthpartners.com