Why Concurrent’s $10B Retirement Deal Is an Exception to Long-Term Strategy

Published on September 26, 2025

CEO Nate Lenz said on the heels of the firm’s first internal acquisition that future deals will focus on competitor RIA platforms.

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TIPS and Inflation: What to Know Now

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Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

Zephyr's Adjusted for Risk: Living Longer - Financial Strategies for the New Era of Retirement

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Sal Capizzi discusses the challenges and strategies in financial planning given the increasing lifespans of people and the evolution of retirement planning, including the decline of pension plans and the inadequacy of traditional age-based and 4% withdrawal rules.