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

Dear Graham Wealth Management Community, Below this post, you will find a button to access the 2023 Annual Letter to our valued …

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

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

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

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be …

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over …

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

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial …

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones …

There have been many great investors in the American stock market throughout history, but some individuals stand out as particularly noteworthy for …

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends …

Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the …

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the …

Just like some of the best tech advancements have come out of tough economic times, the potential for a coming recession could …

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as …

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average …

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest …

Here is an update on the political showdown happening over the possibility the federal government will default on its debt. There are …

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of …

When the COVID-19 pandemic hit, U.S. government agencies sent out over $5 trillion in funding to help everyone – from individuals and …

The stock market is a dynamic entity that can be influenced by various economic factors. In recent months, concerns are rising about …

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling …

We want to take a moment to discuss an important topic that has been making headlines lately: the heightened risk of a …

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

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get …

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, …

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. …

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

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

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 …

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more …