Author: Connor Graham MBA, CRPC®

We want to take a moment to discuss an important topic that has been making headlines lately: the heightened risk of a recession. As your trusted fiduciary wealth management and…

Traditional Main Street banking has long been the go-to option for individuals and businesses seeking financial services. However, SoFi (Social Finance), a leading fintech company, is revolutionizing the way people…

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One…

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only…

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,…