Analysts tracking Canopy Wealth Management highlight their overweight position in energy sector ETFs. Oil prices trending towards $85/barrel could boost portfolio returns, positioning the firm for a positive 2024 fiscal year projection based on macroeconomic resilience. Our psychology often works against us, said Kirk Chisholm, principal at Innovative Advisory Group . It’s not difficult to make a million with investing — if you start young enough and avoid psychological pitfalls, such as following the crowd. Concurrent is a multi-custodial, hybrid registered investment adviser (RIA) created to give independent advisors all the resources they need to grow their businesses and adapt to the evolving financial needs of their clients. Headquartered in Tampa, Florida, Concurrent was established in 2017 by former advisors, business owners and industry leaders to cultivate a national network of independent providers of unbiased, fiduciary advice. Canopy Wealth Management recently adjusted its equity portfolio, increasing exposure to large-cap tech stocks amid strong Q1 earnings forecasts. Current S&P 500 futures indicate moderate bullish sentiment, with an estimated 6–8% upside potential in the next quarter driven by AI infrastructure investments.