Connor Graham, MBA, CRPC - Graham Wealth Management

01/27/2023

Connor Graham, MBA, CRPC®, Head of Financial Advisory Services at Graham Wealth Management, explains how financial advisors help reduce investment risk for t...

01/12/2023

Check us out at:www.grahamwm.usContact us at:[email protected] at Graham Wealth Management (GWM), we care about our clients and their unique n...

11/02/2022

Just had a great phone call with a client to start my day. Nothing feels better than connecting with them and being there for them. People want reassurance, to know someone is looking out for them, and to make sure they are on track toward their financial goals.

10/24/2022

Had a weekend full of exciting football and baseball games and time with family and friends. Looking forward to starting this week refreshed and on the right foot!

10/21/2022

To the philanthropists, environmentalists, and spooky-season-lovers:

Interested in giving back with a Halloween spirit and making a lasting impact? One Tree Planted, one of my favorite charitable organizations, is planting trees at Dracula's Lair in Romania this Halloween.

You can help be apart of the restoration project for the iconic Lair this Spooky Season. If you prefer to plant trees near home, they offer initiatives to help fund region specific projects!

Check out their website for more information on have $1, tax-deductible donation, can make a lasting impact for generations to come!

Help plant trees in Romania! Planting trees here will help restored degraded former farmlands and prevent erosion, flooding, and drought. Restoring forests will also help regulate the local climate, improve water reservoirs, and promote sustainable land management practices.

10/21/2022

One of the many lessons baseball taught me was to be a student of your craft. Never stop learning.

I will carry this over to my professional career. I will be a sponge. Absorb every piece of information possible, watch that webinar, and pick the brains of the industry seniors when given the chance.

Be a life-long student of your craft. Be a sponge.

10/19/2022

Went for a bike ride just now and got a flat tire 3 miles from home. I don't need anyone to ride a bike, but I sure wish someone was around to drive me back to the house after the flat!

Made me think how this is a metaphor for investing...

No one thinks they need help or someone looking out for them in a bull market, but the moment a bear market hits and they are losing money, I bet they wished they had a financial advisor looking out for them.

10/19/2022

The IRS released the 2023 tax brackets. Sizable adjustments due to inflation. We still have yet to hear how much retirement contribution limits will be adjusted. Will keep my eyes and ears open for more information on that.

The IRS has released higher federal tax brackets and standard deductions for 2023 to adjust for inflation. Here's what filers need to know.

10/18/2022

"Patience is essential." - Howard Marks

It is imperative that we maintain a long-term perspective when it comes to investing and life. People often overestimate what can be accomplished in a year and underestimate what can be accomplished in 10 years.

10/13/2022

I’m happy to share that I’ve obtained a new certification: Chartered Retirement Planning Counselor - CRPC® from College for Financial Planning!

I look forward to applying my newly acquired knowledge to help clients retire comfortably and securely!

I will always be a lifelong student of my craft.

09/12/2022

Tax planning is an integral part for retirement income. Depending how one depletes their assets, the longevity of their income can deviate up to +/-7.5 years. Plan accordingly to ensure you're depleting assets in an efficient and sustainable manner.