Concord
Proudly Serving New Hampshire
Concord
11 S Main St
Suite 501
Concord, NH 03301


Your Concord Team
John Weeks
CExP™
Senior Wealth Advisor, Family Wealth & Business Transition Planning
Indrika Arnold
CFP®
Senior Wealth Advisor
Jaimie Sousa
CFP®, CEPA®
Senior Wealth Advisor
Michael Finnegan
AIF
Senior Wealth Advisor
Samarjit Shankar
Portfolio Strategist
Andrew Roswell
CFA®
Portfolio Strategist
Mary Clang
FPQP®
Associate Wealth Advisor
Caroline Rolfe
Client Service Manager
Suzanne Bergeron
Client Service Associate
Check out some of our latest resources
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article