• Unexpected Cash? Key Moves to Take Advantage || Episode 58
    Nov 6 2024

    Discover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. From paying down high-interest debt to boosting emergency funds, and making wise investments for retirement, our Concenture senior advisors cover how to strategically allocate new funds while also leaving room for a bit of fun!

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    18 mins
  • What Trump or Harris Could Mean for Money & Markets || Episode 57
    Oct 30 2024

    This week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader financial landscape. Let's analyze the stances of each candidate and how their proposed policies could influence stock markets, inflation, interest rates, and more.

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    ▶️Subscribe: http://www.youtube.com/@concenture

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    29 mins
  • Investor Psychology: How Emotions Drive Personal Finance || Episode 56
    Oct 23 2024

    Ever felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it?

    In this episode, we're talking about how our emotions can play a big role in our money moves. From fear and greed to confidence and doubt, we'll explore why these feelings can lead us astray. We'll share real stories about emotional decision-making and give you practical tips to help you stay calm and focused, even when the market's a rollercoaster.

    🌐Contact Us: http://www.concenturewealth.com
    💼LinkedIn: https://www.linkedin.com/company/concenturewealth/
    📸Instagram: https://www.instagram.com/concenturewealth/
    👍Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
    🎧Money Map: https://www.buzzsprout.com/2395741
    🎧Wealth Strategies Unleashed: https://www.buzzsprout.com/2390498
    ▶️Subscribe: http://www.youtube.com/@concenture

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    22 mins
  • How to See Market Volatility Coming || Episode 55
    Oct 16 2024

    We're back with Concenture CIO Mike Alexander! This week we're covering how you can learn to recognize market trends & properly react to market volatility.

    🌐Contact Us: http://www.concenturewealth.com
    💼LinkedIn: https://www.linkedin.com/company/concenturewealth/
    📸Instagram: https://www.instagram.com/concenturewealth/
    👍Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
    🎧Money Map: https://www.buzzsprout.com/2395741
    🎧Wealth Strategies Unleashed: https://www.buzzsprout.com/2390498
    ▶️Subscribe: http://www.youtube.com/@concenture

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    20 mins
  • Market Metrics to Track Yourself || Episode 54
    Oct 9 2024

    Chief Investment Officer Mike Alexander returns to talk with Managing Director Robert Gilliland about the metrics of the markets & the key points they look at when it comes to both investing & financial planning!

    🌐Contact Us: http://www.concenturewealth.com
    💼LinkedIn: https://www.linkedin.com/company/concenturewealth/
    📸Instagram: https://www.instagram.com/concenturewealth/
    👍Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
    🎧Money Map: https://www.buzzsprout.com/2395741
    🎧Wealth Strategies Unleashed: https://www.buzzsprout.com/2390498
    ▶️Subscribe: http://www.youtube.com/@concenture

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    17 mins
  • Fall Market Outlook: Trends & Insights || Episode 53
    Oct 2 2024

    This week we have Concenture's Chief Investment Officer Mike Alexander in our NEW studio to discuss key trends, economic factors, and investment opportunities shaping the financial landscape as we gear up for the year's final months.

    🌐Contact Us: http://www.concenturewealth.com
    💼LinkedIn: https://www.linkedin.com/company/concenturewealth/
    📸Instagram: https://www.instagram.com/concenturewealth/
    👍Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
    🎧Money Map: https://www.buzzsprout.com/2395741
    🎧Wealth Strategies Unleashed: https://www.buzzsprout.com/2390498
    ▶️Subscribe: http://www.youtube.com/@concenture

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    17 mins
  • Long-Term Investing in a Short-Term World || Episode 52
    Sep 25 2024

    In today’s episode, we're talking about what it really takes to succeed as a long-term investor—especially in a world that’s always pushing for quick decisions and instant results. With markets constantly shifting and headlines telling us to react now, it’s easy to get distracted by short-term noise. But if your goal is to build lasting wealth, long-term investing remains one of the most effective strategies out there.

    🌐Contact Us: http://www.concenturewealth.com
    💼LinkedIn: https://www.linkedin.com/company/concenturewealth/
    📸Instagram: https://www.instagram.com/concenturewealth/
    👍Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
    🎧Money Map: https://www.buzzsprout.com/2395741
    🎧Wealth Strategies Unleashed: https://www.buzzsprout.com/2390498
    ▶️Subscribe: http://www.youtube.com/@concenture

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    19 mins
  • Building A Financial Fantasy Team: The Key Roles Involved || Episode 51
    Sep 18 2024

    Let's talk about your fantasy team! Discover how to assemble the perfect team of experts to help you achieve your financial goals. Whether you're a beginner or a seasoned investor, having the right support system is essential. Learn about the key roles to consider, how to find the best professionals, and why a strong financial team can make a significant difference in your financial future.

    New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to unlock your financial potential as we take you behind the scenes in the world of finance, wealth management, and so much more!

    🌐Contact Us: http://www.concenturewealth.com
    🎧Wealth Strategies Unleashed: https://www.buzzsprout.com/2390498
    🎧Money Map: https://www.buzzsprout.com/2395741
    ▶️Subscribe: http://www.youtube.com/@concenture
    💼LinkedIn: https://www.linkedin.com/company/concenturewealth/
    📸Instagram: https://www.instagram.com/concenturewealth/
    👍Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

    Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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    32 mins