Alden Capital Management

Alden Capital Management What matters most to your family, matters most to ours. PKS and Concurrent Investment Advisors, LLC d/b/a Alden Capital Management are not affiliated companies.

As a family business, our team understands the impact that changing family dynamics and major
life events can have on your long-term vision. Our comprehensive approach to financial planning, in the context of our conservative investment philosophy, ensures that we’re considering all the needs of the individuals, families and small businesses we serve. We work with you to anticipate and prepare for

life’s big moments so you can concentrate on what matters most each small step of the way – your loved ones.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Please visit our website www.AldenPlanning.com for important disclosures.
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Seattle is about to have a “big game” moment. ⚽️With the World Cup coming to Lumen Field across 6 matches, forecasts are...
06/15/2026

Seattle is about to have a “big game” moment. ⚽️

With the World Cup coming to Lumen Field across 6 matches, forecasts are calling for 750,000 visitors—and estimates of roughly $845M in potential regional revenue, supporting 20,000 jobs.

Big events are a bit like market cycles: lots of excitement, plenty of moving parts, and the best experiences usually come with a little planning.

If you’re heading downtown, hosting guests, or running a local business, now’s a good time to think through logistics (and your budget) early.

Seattle will be buzzing—looking forward to it.

Celebrating 26 years with Alden Capital Management! 🎉Carol, thank you for being the steady hand behind the scenes—keepin...
06/13/2026

Celebrating 26 years with Alden Capital Management! 🎉

Carol, thank you for being the steady hand behind the scenes—keeping operations running smoothly every day. Cheers to another great year! 🥂

Seeing headlines about a “SpaceX IPO”?  Even big IPO chatter can move sentiment short-term, but it doesn’t change the ba...
06/12/2026

Seeing headlines about a “SpaceX IPO”?
Even big IPO chatter can move sentiment short-term, but it doesn’t change the basics:

• Markets price in expectations fast
• IPOs can be volatile early
• A diversified plan matters more than any one story

Tech Crunch has done a great job breaking it down.

TechCrunch has followed SpaceX's start, struggles, and successes from the early days. And we're here for what happens next too. This package of SpaceX IPO coverage includes who stands to win (and maybe some who won't), pre-IPO deals, and what's tucked inside its S-1 registration document.

Thinking about retirement? You're not alone—and the numbers might give you something to think about.From how much people...
06/08/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? I’m always here to talk things through

🚀 Big News for Your 2026 Retirement Plans! 🚀The IRS announced new contribution limits for 2026 in November, and there's ...
06/05/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

Find your row first, then look one row up.That's the difference starting 5 years earlier can make.At a hypothetical 8% a...
06/01/2026

Find your row first, then look one row up.

That's the difference starting 5 years earlier can make.

At a hypothetical 8% annual return, the difference between starting at 40 vs. 35 on a $500/month contribution is over $200,000 by the time you reach 65. Not because of more money—just more time.

Time in the market is not just valuable, it's the whole game.

Which row did you land on—and did it surprise you?

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contr...
05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

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Bellevue, WA
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