This episode explores the current state and future potential of artificial intelligence (AI) in markets and industries. Experts discuss whether AI is a bubble or a long-term shift, its economic impact, and how investors can navigate the hype with discipline.

In this episode, Becky Blevins a dedicated CFP®, CPWA®, and MSFS, shares her insights on building a successful financial practice, the importance of responsiveness, and the emotional side of financial planning. Discover how her commitment to continuous learning and client relationships sets her apart in the industry.

In this episode, Gary Aiken, CIO of Concord Asset Management, discusses the current state of inflation, its impact on investments, and what investors should consider for the future. We explore monetary policy, structural forces influencing inflation, and practical portfolio strategies to navigate these economic conditions.

In this insightful interview, financial expert Gary discusses the strategic shift towards international investing, the importance of having a clear investment thesis, and how geopolitical events influence market opportunities. Learn how to adapt your portfolio for long-term success and avoid gut reactions during volatile times.

In this insightful interview, financial expert Gary discusses the recent market volatility, the impact of geopolitical conflicts, and the evolving landscape of technology investments. He offers practical advice for investors navigating the current economic environment, emphasizing the importance of understanding interest rates, energy prices, and AI trends.

This episode features Todd Williams, president of Concord Business and Tax Advisors, discussing how business owners can treat their businesses as assets, make strategic decisions, and plan for long-term success. Topics include business valuation, risk management, debt strategies, tax planning, and building durable businesses.

In this episode, CPA Mac McSwain shares insights on tax planning, business growth, and the importance of holistic financial strategies. He discusses recent tax law changes, the value of team collaboration, and practical tips for small business owners and individuals aiming for long-term wealth building.

This episode explores the recent structural shifts in the global economy, focusing on trade, energy, and investment strategies. Guest Gary Aiken, CIO of Concord Wealth Partners, discusses how these changes impact long-term planning for investors and business owners.