The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

Published on April 17, 2025

The founder of Concurrent Financial Planning opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.

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Merrill Attracts $1.9B Advisor from Raymond James, Concurrent Adds $2B From New Teams During Q1

April 17, 2025
Micah Scheinberg will join Merrill Private Wealth as a managing director, while Concurrent’s six new teams pushed the firm above $10 billion in assets under advisement.

Why Tariffs Won’t Solve Our Trade Problem

April 17, 2025
Simply stated, the U.S. doesn’t save and invest enough. As a result, we pay for too many of our imports by borrowing from our trading partners.