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
Feb 1, 20221 min read
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...
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Nicholas Rossolillo
Jan 13, 20221 min read
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...
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Eric Martin
Dec 15, 20212 min read
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),...
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Nicholas Rossolillo
Dec 3, 20212 min read
Fortinet Is Our Top Cybersecurity Stock For a New Digital Era
Fortinet is our favorite cybersecurity stock at Concinnus Financial.
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Nicholas Rossolillo
Dec 3, 20212 min read
Update On PayPal’s Third Quarter 2021 Report
PayPal’s stock price tanked more than 20% after its third quarter 2021 earnings report, and things haven't gotten much better with...
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Nicholas Rossolillo
Dec 3, 20212 min read
Why We Still Like Intuitive Surgical
Shares of surgery and healthcare technologist Intuitive Surgical have been on a tear. The stock is up nearly 20% so far in 2021 and up...
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Nicholas Rossolillo
Nov 12, 20212 min read
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.
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Nicholas Rossolillo
Nov 12, 20212 min read
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.
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