Author: Connor Graham MBA, CRPC®

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2 While cash can play a…

The advent of advanced artificial intelligence (AI) technologies, like OpenAI’s language model ChatGPT, is rapidly transforming numerous industries, including the world of investing. The impact of AI on the financial…

Cash is king once again! Saving money for an upcoming major event, down payment on a home or car, college, emergency fund, or a cash position in your portfolio to…

How far will the market fall? Let’s look at the S&P500 market levels and historic interest rates at a very basic, and superficial level. This may provide some insight for the…

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most. But despite that skepticism,…