Fundamentals, Not Fads

Your one-stop source for the most comprehensive information featuring exclusive analysis about the trends, issues, and thinking shaping retirement planning, wealth preservation, insurance, and investments to help you get ahead. Where knowledge and action meet.

The Impact of SECURE 2.0 in 2024 and Beyond

The Impact of SECURE 2.0 in 2024 and Beyond

Connor Graham MBA, CRPC®Oct 17, 20235 min read

SECURE 2.0: Changes Going Into Effect in 2024 Passed in…

AI’S ROLE IN SHAPING OUR TOMORROW: A LOOK AHEAD

AI’S ROLE IN SHAPING OUR TOMORROW: A LOOK AHEAD

Connor Graham MBA, CRPC®Sep 26, 20239 min read

While artificial intelligence (AI) is making headlines today, the concept…

WEEKLY MARKET INSIGHTS: STOCKS STAND STILL, AWAITING FED

WEEKLY MARKET INSIGHTS: STOCKS STAND STILL, AWAITING FED

Connor Graham MBA, CRPC®Sep 18, 20238 min read

Stocks ended the week roughly where they began as investors…

WEEKLY MARKET INSIGHTS: WILL THE FED RAISE INTEREST RATES?

WEEKLY MARKET INSIGHTS: WILL THE FED RAISE INTEREST RATES?

Connor Graham MBA, CRPC®Sep 11, 20238 min read

Concerns that the Fed may raise interest rates soured investor…

MASTERS OF THE MARKET: ICONIC INVESTORS WHO INSPIRE

MASTERS OF THE MARKET: ICONIC INVESTORS WHO INSPIRE

Connor Graham MBA, CRPC®Aug 11, 20235 min read

There have been many great investors in the American stock…

MONEY TIPS FOR PARENTS SENDING CHILDREN OFF TO COLLEGE

MONEY TIPS FOR PARENTS SENDING CHILDREN OFF TO COLLEGE

Connor Graham MBA, CRPC®Aug 7, 20237 min read

You’ve done a great job teaching your children vital life…

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