January 8, 2020


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 [...]

December 16, 2019

Cautious Optimism for Markets on Trade

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.

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


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 [...]

September 25, 2019

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: [...]

September 6, 2019

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% [...]

302.478.4707  |  ephie@concordfinancialgroup.com

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website. This brochure supplement (Form ADV Part 2B) provides information about Ephimia Coumanakos that supplements the National Asset Management, Inc. brochure. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts are held at National Financial Services (NFS), LLC, a Fidelity Investments® company. We currently have individuals licensed to offer securities in the states of Delaware, Pennsylvania, New Jersey, Virginia, Florida, Rhode Island, Massachusetts, Ohio, Illinois and California. This is not an offer to sell securities in any other state or jurisdiction. Investing involves risk including loss of principal. Concord Financial Group, LLC is not affiliated with National Securities or any of its affiliates. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind.

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