Concordia Financial Group, Inc

10/26/2026

Three important questions to consider before you start taking.

10/23/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

10/21/2026

Do you have a will? Is it updated?

10/19/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

10/16/2026

You've allocated your assets; you just may not realize it yet.

10/14/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

10/12/2026

When was the last time you paid yourself first?

10/09/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

There are four basic steps to calculating the value of an estate.