Thinking About a Roth Conversion? Beware of the Pro-rata Rule.
Having money in a Roth IRA can be very beneficial. After all, no one ever complains about being able to draw out tax-free money. Getting...
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Nicholas Rossolillo
- May 3, 2022
- 1 min
Inflation, the Fed's Interest Rates, and the Stock Market
Conversation with Mark Evans, CSU Bakersfield Economic Professor Emeritus. Topics include: --Inflation is at 40 year highs. How did we...
31 views
Nicholas Rossolillo
- Apr 4, 2022
- 2 min
March 2022 Market Updates Round-Up
A selection of articles from March 2022 explaining key business trends.
23 views0 comments
Nicholas Rossolillo
- Feb 1, 2022
- 1 min
What Inflation Means For Your Investments
Let's talk about inflation. We've all been hearing a lot about it, and we can chalk up inflation (and the Federal Reserve's response with...
59 views0 comments
Nicholas Rossolillo
- Jan 13, 2022
- 1 min
Why Business Growth Sometimes Doesn't Always Equal Stock Growth
Confused why a growing business you're invested in isn't equating to a higher stock price? Let's talk about that. In this video, we...
23 views0 comments
Eric Martin
- Dec 15, 2021
- 2 min
Price to Free Cash Flow
Oftentimes when evaluating stocks you hear different terms used like price to earnings ratio (PE ratio), price to sales ratio (PS ratio),...
13 views
Nicholas Rossolillo
- Dec 3, 2021
- 2 min
Shares of PubMatic Jumped Over 30% Since Q3 2021 -- Here’s Why
PubMatic is a newer stock for us here at Concinnus Financial. The software company helps publishers manage and sell their digital ad...
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Nicholas Rossolillo
- Nov 12, 2021
- 2 min
Comcast Is a Strong Value Stock After Q3 2021
U.S. households keep parting ways with their cable TV provider, but that isn't hurting Comcast all that much. Here's why.
5 views
Nicholas Rossolillo
- Nov 12, 2021
- 2 min
Why Etsy Continues to Grow Its E-Commerce Business
Etsy stock has been a great investment during the pandemic, but it continues to grow even as the economy reopens.
23 views
Nicholas Rossolillo
- Nov 11, 2021
- 2 min
Adobe Is an Underrated Software Company
There is a transformation happening in the business world. A digital transformation. Companies are making the switch to the digital world...
9 views
Eric Martin
- Oct 13, 2021
- 4 min
Use Your HSA for More Than Just a Health Savings Account
Utilizing every avenue that is available to capitalize on tax savings is always on people's minds (at least during tax filing season) and...
13 views
Eric Martin
- Sep 29, 2021
- 3 min
Don't Leave Free Money on the Table
Saving money can be a hard habit to start. We all want to save more, but the cost of living these days can make it difficult to be sure....
14 views
Eric Martin
- Sep 2, 2021
- 3 min
How to Put Your Money in a Roth IRA Through the "Backdoor"
If you make too much money to contribute to a Roth IRA directly, there are still ways to move money into a Roth through a strategy called...
24 views
Eric Martin
- Aug 18, 2021
- 3 min
No Earned Income? Here's How Some May Still Contribute to an IRA.
In the last year and a half, many have stopped working due to the pandemic. Some families have had one spouse stay home with the kids due...
15 views
Eric Martin
- Aug 5, 2021
- 3 min
Why You Need to Know About the Time Value Of Money (TVM)
The time value of money (TVM) is a basic financial concept that shows how the money you have today is worth more than the equal amount of...
52 views
Eric Martin
- Jul 21, 2021
- 3 min
Dollar-Cost Averaging. A Great Long-Term Strategy.
Investing in the stock market can be stressful. Some investors constantly worry about a market "crash." When the market does fall, some...
16 views
Eric Martin
- Jul 14, 2021
- 3 min
40 Years Old With Little To No Retirement Savings. Is It Too Late to Start?
According to the Federal Reserve Survey of Consumer Finances, the average 40 to 44 year old has $101,899.22 in retirement savings, but...
34 views
Eric Martin
- Jun 30, 2021
- 4 min
Do You Have An Investment Account? If Not, Stop Making Excuses.
One of my favorite investment sayings is this: "The best day to start investing is today." I can't tell you how many times I hear that...
22 views
Eric Martin
- Feb 3, 2021
- 4 min
What Does It Mean To Short Sell A Stock?
With all the hype around the GameStop story, many investors have asked us what it means to short sell a stock. We are not going to weigh...
27 views
Nick Rossolillo
- Jan 27, 2021
- 7 min
Concinnus Financial Annual Investor Letter And 5 Investment Trends For 2021
2020… goodbye and good riddance. To those of you that have been directly affected by COVID-19 -- from getting sick to losing work -- our...
179 views
DISCLOSURE STATEMENT
Concinnus Financial Inc. is a registered investment adviser in the states of Idaho, Washington, and Arizona. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
CONCINNUS FINANCIAL
Based in the Spokane and
Coeur d'Alene area.
Phone - 208.755.9430
Tax Phone - 208.773.5343
©2020 - Concinnus Financial
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