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Explore the Concurrent Asset Management latest content featuring the May Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. Market Recap May 2026

Explore the Concurrent Asset Management latest content featuring the June 2026 Municipal Market Update. Click the link below for a closer look at how the Municipal Markets moved and what it could mean going forward. June 2026 –...

Chief Investment Strategist, Leah Bennett, shared insights about rising yields this week on Reuters Markets Now. She discussed why oil prices are driving yields upward, impacting mortgages and small-cap stocks. “One of the reasons...

Leah Bennett, joined BBC News to discuss why these headwinds are eclipsing tech spending tailwinds amid the continuing Middle Eastern conflict, elevated oil prices, and an increased inflation reading from the April CPI report. She also...

Vice President of Alternative Investments, Brian Heimowitz, joined Ed O’Farrell for a ‘Hot Minute’ at the Real Assets Advisor. Watch and learn about the characteristics of an alternative investment, how Brian changed...

Q2 2026 Quarterly Market Update: This Q2 2026 Market Commentary provides an overview of the current investment landscape, highlighting the transition from economic expansion toward a slower growth environment amid increased...

Q2 2026 WealthSelect Model Update and Trade Rationale View here: Q2 2026 WealthSelect Model Update and Trade Rationale

Q2 2026 Investment Strategy. Market CrossCurrent and Market Implications Q2 2026 Investment Strategy

Explore the Concurrent Asset Management latest content featuring the March Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. Market Recap March 2026

Geopolitical Risk Markets. Global conflict context for Long-Term Investors. View the Geopolitical Risk Market

Explore the Concurrent Asset Management latest content featuring the February Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. Market Recap February 2026

This 2026 Investment Strategy outlines our outlook for a resilient yet volatile economic environment, shaped by easing monetary policy, fiscal support, and the continued secular impact of AI on growth and profitability. While extended...

Leah Bennett, Chief Investment Strategist with Concurrent Asset Management, says emerging markets may continue to outperform as a weaker U.S. dollar, attractive valuations and increased AI investment support growth opportunities. Read...

In a choppy week marked by the start of the fourth-quarter earnings season, U.S. stock futures rose on Friday as chipmakers advanced, a trend highlighted by market analysts including Leah Bennett, even as major indexes were set for...

According to Leah Bennett of Concurrent Asset Management, unusual activity in corporate debt issuances may signal challenges ahead for equities, making the debt market an important gauge of overall market health. Read the article here

Dive into this document to meet the Investment Team and learn more about the WealthSelect model update & rationale, model update summary. Read the full outlook here.

Investment Outlook for 2026: The Broadening Cycle At Concurrent, we are committed to helping you navigate this complex environment. Successful investing is patient investing. Stick to your long-term plan and remain diversified. We are...

Explore the Concurrent Asset Management latest content featuring the January Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. January 2026...

Explore the Concurrent Asset Management latest content featuring the December Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. December...

Explore the Concurrent Asset Management latest content featuring the November Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. November...

CAM highlights 12 high-value opportunities to help advisors deliver clearer guidance, deepen trust, and elevate their planning-forward approach. Read the article here.

At Citywire’s Private Assets retreat, panelists highlighted a range of opportunities in private credit. Brian Heimowitz VP of Alternative Investments at Concurrent Investment Advisors, emphasized the ongoing strength of senior secured...

Leah Bennett, Chief Equity Strategist of Concurrent Asset Management weighed in on where there are unique investment opportunities beyond AI. She told Barron’s that emerging markets are a place to consider investment as they are...

The lack of economic data is starting to erode market evaluations according to Concurrent Asset Management’s Chief Investment Strategist, Leah Bennett. She shared her thoughts on how the government shutdown will continue to cast...

Explore the Concurrent Asset Management latest content featuring the October Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. October...

Discover Chief Investment Strategist, Leah Bennett’s outlook for Q4 2025, as U.S. equities reach new highs driven by technological innovation and resilient growth. With improved cash flow visibility and a steady economic backdrop...

Dive into this document to meet the Investment Team and learn more about the WealthSelect model update & rationale, model update summary, and YTD/Q3 Performance Attribution & Q4 Model Updates. Read the full outlook here.

Explore Concurrent Asset Management’s 2025 3Q Review 4Q2025 Outlook: From Pause to Pivot. Read the full outlook here.

Explore the Concurrent Asset Management latest content featuring the September Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. September...

A 56-year-old high-net-worth individual and spouse with adult children engaged in comprehensive wealth planning with WealthCIO, Wealthselect and Wealth Blox, to address a complex financial picture. The strategy focused on diversifying...

An unprecedented $84 trillion wealth transfer is coming, discover how education, planning, and family conversations can determine whether it lasts for generations or fades away Read the article here.

Explore the Concurrent Asset Management latest content featuring the August Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. August Market...

Leah and Catherine discuss signs of economic softening, shifting consumer behavior, sector rotation into energy and financials, and the market outlook ahead of expected rate cuts. Watch Here

Charitable contributions to non-profit organizations have significantly declined in recent years. According to Philanthropy.org, donations have dropped by $65 billion since 2021—an alarming figure with far-reaching implications for the...

Concurrent Asset Management (CAM) teams up with boutique firm Catherine Avery Investment Management (CAIM) by purchasing a minority equity stake—its first such direct investment in an external asset manager. CAIM, known for its...

Concurrent Asset Management (CAM), the investment arm of Concurrent Investment Advisors, has taken a minority equity stake in Catherine Avery Investment Management (CAIM), a boutique value asset manager based in Longboat Key, Florida....

Private markets are no longer niche – they’re essential. With alternative assets on track to exceed $29 trillion by 2029, they offer diversification, income, and the potential for stronger returns. Yet individual investors, who...

Explore the Concurrent Asset Management latest content featuring the July Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. July Market...

In this Reuters video, Leah Bennett of Concurrent Asset Management explains how AI has the potential to reduce the cost of clinical trials significantly – boosting drugmakers’ revenues by an estimated 12%. The clip suggests that...

SMArtX introduces fully integrated semi-liquid alternative investments—such as interval and tender-offer funds—within its Unified Managed Account (UMA) platform. This end-to-end system now lets advisors embed private market strategies...

Explore Concurrent Asset Management’s 2025 Mid-Year Outlook: The Year of the Reset. Gain fresh insights into the evolving market landscape and discover what’s shaping 2025. Read the full outlook here.

Catherine and Leah discuss key market trends and their thoughts on the market today. Watch Here

Congress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA)1. President Trump signed the bill into law on July 4. What does this mean for...

After a volatile start to the year, municipal bonds rebounded in the second quarter – with intermediate maturities leading performance. The yield curve steepened, fund flows turned positive, and valuations for shorter maturities...

Explore the Concurrent Asset Management latest content featuring the June Market Insights and Market Recap. Click through the links below for a closer look at how the markets moved and what it could mean going forward. June Market...

U.S. stocks surged June 24 after Israel and Iran agreed to a ceasefire. The S&P 500, Dow, and Nasdaq each gained over 1%, while oil prices slid nearly 6%. Optimism also grew around a possible Fed rate cut in July. (CNBC) Read the...

U.S. stocks edged higher ahead of the Federal Reserve’s rate decision, with markets balancing optimism against risks from Middle East conflict and trade tariffs. Leah Bennett cautioned that equities may be too optimistic given the...

Explore the Concurrent Asset Management latest content featuring the May Market Review, Market Recap, and Market Insights. Click through the links below for a closer look at how the markets moved and what it could mean going forward....

Amid expectations for steady 2025 growth and easing inflation, strategists are preparing for the market turbulence associated with “Trump 2.0.” The article outlines how professionals are adjusting portfolios to weather volatility—from...

A young professional athlete with $30 million in liquid assets faced a major financial transition upon retirement. Working closely with the WealthCIO, Wealthselect, and WealthBlox frameworks, we implemented a comprehensive portfolio...

Catherine discusses her Dividend Focus strategy and shares her thoughts on her portfolio positioning in today’s market. Watch Here

Since the end of World War II, the U.S. dollar has stood as the linchpin of global finance. Its dominance stems from the perceived safety of American assets, the unmatched liquidity of U.S. Treasury markets—currently a $27 trillion...

Concurrent Asset Management unveils WealthSelect, a new advisor-oriented investment platform that offers modular portfolio construction tools (WealthBlox), a dedicated investment consulting team (WealthCIO), and integrated technology....

Markets in Flux. Innovation on the Rise. What’s Next for 2025? The first quarter of 2025 delivered a complex and volatile market environment, as shifting trade policies, sticky inflation, and evolving geopolitical dynamics...

On April 3, 2025, President Trump announced reciprocal tariffs on a number of America’s trading partners: +34% on China, +27% on India, +24% on Japan, and +20% on the EU, among others. Including existing duties, the total levy on...

The road ahead for markets feels uncertain, shaped by shifting policies, global tensions, and growing economic questions. While some see reasons for optimism, others are bracing for more volatility. In moments like this, perspective...

Investment Outlook for 2025: A Promising Year… But Let’s Keep Our Eyes Wide Open At Concurrent, we are committed to helping you navigate this complex environment. Successful investing is patient investing. Stick to your long-term plan...