Leah Bennett, chief investment strategist at Concurrent Investment Advisors, says holiday sales should hold up despite softer expectations, noting that sluggish payroll growth is weighing slightly on the lower-end consumer but overall spending looks steady heading into Black Friday.
The One-Time Sale Myth: Rethinking Succession Planning
by Liz Lenz, Managing Director, Concurrent Investment Advisors January 8, 2026 The One-Time Sale Myth: Rethinking Succession Planning Advisors spend their careers helping clients
