In this episode of TALKENOMICS, David Montgomery, Managing Director of Retirement Plan Services at Concurrent, joins Adam Shapiro for a timely conversation on how investors can stay focused on long-term goals—especially during periods of market turbulence. David breaks down why emotional decision-making can derail retirement outcomes and offers insights on consistent 401(k) contributions, personalized Social Security strategies, and the power of staying invested. Watch the full segment below to learn how thoughtful planning can lead to better retirement outcomes—even in volatile markets.
Leah Bennett on Reuters: Walmart Results Show Split Consumer As Digital Sales Grow
February 19, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers,
