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January 8, 2020

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Moving Forward Financially After the Loss of a Loved One

The loss of a partner or family member is a life-changing event laden with intense emotions. Whether the death is sudden or precipitated by an illness, the loss is just the same — real and painful.

There are no rules about how you should feel or how long it will take you to regain your energy and capacity to move on. Grief is difficult to avoid as well as the avalanche of financial and legal undertakings that will require [ more]

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December 16, 2019

Cautious Optimism for Markets on Trade

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The phase one trade deal agreed upon by the U.S. & China may prompt some investors to take a little more risk, says Concord Financial Group Managing Partner Ephie Coumanakos. But she is tempering her enthusiasm. Coumanakos spoke to Kathleen Hays and Paul Allen on Bloomberg Daybreak Australia.

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December 15, 2019

Cautious Optimism for Markets on Trade

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Ephie Coumanakos, Managing Partner, Concord Financial Group, joined Bryan Curtis and Rishaad Salamat on Daybreak Asia. She says the execution of the phase one deal will be critical. She goes on to where she opportunities ahead.

November 18, 2019

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4 Key Indicators to Monitor for Signs of a Looming Recession

Uncertainty grips Wall Street and Main Street alike, rendering fears of a larger pullback in business spending and investments. There are many contributing factors for these reasons of worry, including the U.S.-China trade war, Brexit and the "Japanification" of Europe. Additionally, the American government, corporate and consumer debt levels have reached all-time-highs.

Although economies never grow in a straight line, and investors can take comfort in [ more]

September 25, 2019

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How to Create a Personal Retirement Plan

YOUR RETIREMENT PLAN needs to be aligned with what you need and want. “As a whole, retirement plans can never be one size fits all, because everybody is very different,” says Ephie Coumanakos, co-founder and managing partner at Concord Financial Group in Wilmington, Delaware.

Finding the right retirement plan involves: [ more]

September 6, 2019

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How to Find Yield in a Low-Rate World

New York (CNN Business) – If you're starting to plan for retirement, odds are you've been told to reduce your exposure to risky stocks and add more safe haven bonds. That's typically what financial planners and investment strategists advise, because bonds provide steady income payments.

But does that strategy still make sense at a time when US long-term Treasury yields are near historically low levels of around 1.5% [ more]

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