2024 End of Year Letter
Dear Graham Wealth Management Community, Below this post, you will find a button to access our 2024 End of Year Letter to our valued clients. The letter provides an overview…
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Investing Through Political Turbulence
Dear Graham Wealth Management Community, Below this post, you will find a button to access our Investing Through Political Turbulence letter to our valued clients. This letter offers a comprehensive…
2024 Halftime Report to Clients
Dear Graham Wealth Management Community, Below this post, you will find a button to access the 2024 Halftime Letter to our valued clients. The letter provides an overview and analysis…
2023 Annual Letter to Clients
Dear Graham Wealth Management Community, Below this post, you will find a button to access the 2023 Annual Letter to our valued clients. The letter provides an overview and analysis…
A Brilliant Mind: Charlie Munger the Investor and Strategist
Charlie Munger (1924-2023) A Brilliant Mind: Charlie Munger the Investor and StrategistThe world lost an investing legend in 2023 with the passing of the beloved Charlie Munger only weeks short…
A Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set…
2023 Recap and 2024 Outlook: Key Events and What May Be in Store
As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year…
Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs…
The Impact of SECURE 2.0 in 2024 and Beyond
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to…