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Concord Asset Management

WEALTH KNOWLEDGE

In our mission to be your most trusted resource, please enjoy our catalog of original insights written by our own advisors.

“AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST”

Benjamin Franklin

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Backdoor Roth Conversions: Why Someone Would Complete a Backdoor Roth, What Needs to Happen Operationally, and Common Mistakes

Becky Blevins, CFP®, CPWA®, MSFS
May 26th, 2026

What Is a Backdoor Roth? A backdoor Roth IRA is not a special account; it’s a process. You make a non-deductible contribution to a Traditional IRA and then convert those funds into a Roth IRA. This...

Concord Wealth Partners Expands into Northeast Tennessee with Wealth Advisor Cody Anderson, CFP®, TPCP®

J. Wade Lopez
Thursday, June 18, 2026

The Truth About Trusts

Daniel Thornton
Monday, June 15, 2026

A Taxing Story: Capital Gains and Losses

Jon Weatherly
Monday, June 8, 2026

Reviewing Your Life Insurance Needs

Justin Lopez
Monday, June 1, 2026

Backdoor Roth Conversions: Why Someone Would Complete a Backdoor Roth, What Needs to Happen Operationally, and Common Mistakes

Becky Blevins, CFP®, CPWA®, MSFS
Tuesday, May 26, 2026

Choosing a Retirement Plan that Fits Your Business

Daniel Thornton
Monday, May 18, 2026

The Anatomy of an Index

Marissa Klaers, CFP®
Monday, May 11, 2026

Teaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making

Jon Weatherly
Monday, May 4, 2026

Streamlined Tax Planning for a Stress-Free Future

Justin Lopez
Monday, April 27, 2026

Weekly Tax Tip – April 27, 2026

Jon Weatherly
Monday, April 27, 2026

Navigating Market Turbulence: The Dos and Don’ts of Stock Market Volatility

Becky Blevins, CFP®, CPWA®, MSFS
Monday, April 20, 2026

Weekly Tax Tip – April 20, 2026

Justin Lopez
Monday, April 20, 2026
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