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.

WEEKLY MARKET INSIGHTS: STOCKS RAISE WHITE FLAG TO BAD NEWS

WEEKLY MARKET INSIGHTS: STOCKS RAISE WHITE FLAG TO BAD NEWS

Connor Graham MBA, CRPC®Aug 7, 20238 min read

Stocks retreated last week as bond yields increased following the…

WEEKLY MARKET INSIGHTS: STOCKS JUMP AFTER INFLATION GAUGE COOLS

WEEKLY MARKET INSIGHTS: STOCKS JUMP AFTER INFLATION GAUGE COOLS

Connor Graham MBA, CRPC®Jul 31, 20239 min read

A Friday surge pushed stocks solidly into positive territory last…

THE COMING AI TECHNO-ECONOMIC REVOLUTION

THE COMING AI TECHNO-ECONOMIC REVOLUTION

Connor Graham MBA, CRPC®Jul 21, 20235 min read

Just like some of the best tech advancements have come…

HEALTH SAVINGS ACCOUNTS: PROS, CONS, AND RETIREMENT CONSIDERATIONS

HEALTH SAVINGS ACCOUNTS: PROS, CONS, AND RETIREMENT CONSIDERATIONS

Connor Graham MBA, CRPC®Jul 12, 20237 min read

What if your child needs braces? The cost may be…

WEEKLY MARKET INSIGHTS: STOCKS STUMBLE WITH CPI ON DECK

WEEKLY MARKET INSIGHTS: STOCKS STUMBLE WITH CPI ON DECK

Connor Graham MBA, CRPC®Jul 10, 20238 min read

Rising concerns about further rate hikes sent stocks lower to…

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

Connor Graham MBA, CRPC®Jun 22, 20235 min read

Getting your affairs in order and outlining what you want…

The current query has no posts. Please make sure you have published items matching your query.