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.
Concurrent Asset Management stakes Catherine Avery boutique
August 19, 2025 Concurrent Asset Management (CAM) has taken a minority stake in boutique value asset manager Catherine Avery Investment Management (CAIM). Concurrent Asset Management
