Author: Connor Graham MBA, CRPC®

Dear Graham Wealth Management Community, Below this post, you will find a button to access the 2024 Halftime Letter to our valued clients. The letter provides an overview and analysis…

Dear Graham Wealth Management Community, Below this post, you will find a button to access the 2023 Annual Letter to our valued clients. The letter provides an overview and analysis…

Charlie Munger (1924-2023) A Brilliant Mind: Charlie Munger the Investor and StrategistThe world lost an investing legend in 2023 with the passing of the beloved Charlie Munger only weeks short…

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set…

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year…

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs…

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to…

While artificial intelligence (AI) is making headlines today, the concept of “thinking machines” can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in…

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s…