Grafton Wealth Advisors

06/03/2026

We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic regime and earnings environment.

Read the latest: https://www.graftonwealth.com/market-commentary

06/01/2026

✨ Small Business Spotlight ✨ 𝐒𝐢𝐞𝐠𝐞𝐥'𝐬 𝐂𝐥𝐨𝐭𝐡𝐢𝐧𝐠

Grafton Wealth is proud to call Winter Park home—and even prouder to support the small businesses that make our community so special. Check out these local entrepreneurs who have shared their story, passions, and what makes their business unique.

1. What inspired you to start your business?
Siegel’s Clothing has been family owned and operated for four generations, with roots dating back to 1888 in the Midwest. In the 1980s, our family brought the business to Central Florida, where we have proudly served the community for nearly 40 years. What continues to inspire us is carrying on a family tradition built on quality, service, and relationships while creating a shopping experience that feels welcoming for every generation.

2. What is something people may not know about your business or brand?
Many people are surprised to learn that we are truly a full line specialty store for the whole family. We offer apparel and gifts for men, women, and children, along with home décor, accessories, and so much more. Whether someone is shopping for a special occasion, updating their wardrobe, decorating their home, or looking for the perfect gift, we strive to offer something unique for everyone.

3. What is your favorite part about being a small business owner?
Without a doubt, it’s the relationships we have built over the years, serving customers and their families for now 4 generations. So many of our customers have become like family to us. Being part of their special moments and milestones — from holidays and celebrations to watching families grow up together — is incredibly meaningful. Helping people look and feel their best while creating lasting connections is what makes what we do so rewarding.

4. Is there a product, service, or upcoming event you’re especially excited about right now?
We’re especially excited to celebrate Winter Park’s America’s 250th birthday campaign and all of the community events surrounding it. We currently have a wonderful selection of red, white, and blue apparel, gifts, and home décor to help families celebrate in style. Whether you’re looking to refresh your home, find a custom suit, coordinate outfits for the entire family, or shop for upcoming parties and events, we have something for everyone.

https://siegelclothing.com/

05/29/2026

🎓 Crash Course: How to Use a 529 Plan

Saving for college doesn’t have to be complicated. Our latest reel breaks down the basics of 529 plans so you can plan with confidence and clarity.

💡 Quick Tips:
• Start early to maximize tax-advantaged growth over time
• Use funds for more than tuition—think books, room & board, and more
• Stay flexible—529 plans can often be transferred to another beneficiary if needed

Ready to learn how a 529 plan fits into your financial strategy? Connect with the team at Grafton Wealth Advisors—we’re here to help.
👉 www.graftonwealth.com

05/28/2026

Wondering how to fund your child’s education—with a lump sum or monthly contributions? The truth is, there’s no one-size-fits-all answer.

🎓 With the upcoming 529 College Savings Plan Day this week, we wanted to share this timely article. Here are a few key takeaways to consider:
• Dollar cost averaging allows you to invest consistently and ride out market ups and downs
• Lump-sum contributions may offer tax-advantaged gifting opportunities unique to 529 plans
• Automation matters — recurring contributions can make saving easier and more consistent

👇 Continue reading and explore the full article.

When investing in a 529 plan, you can contribute a lump sum or use dollar cost averaging.

05/27/2026

At the start of the 21st century (approximately 2002–2012), commodities broadly went through a massive investment cycle. Given the cycle drove run-ups in the price of most every commodity market, including both agricultural and non-agricultural commodities, this cycle is commonly referred to as a commodity “super-cycle.”
Read the latest: https://www.graftonwealth.com/market-commentary

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.

In observance, our office will be closed today.

05/22/2026

✨Small Business Month Spotlight✨

This Small Business Month, we’re shining a light on one of our favorite Winter Park gems — New General Cafe☕️
Founded with a vision of creating something more personal and community-driven, New General is more than just a café — it’s a thoughtfully curated space where food, coffee, design, and hospitality come together to make people feel truly cared for.

What sets them apart? It’s all in the details. From locally sourced ingredients like free-range eggs, grass-fed beef, and locally roasted coffee to their intentional approach of avoiding cane sugar and seed oils, everything is crafted with purpose.

But what truly makes New General special is the community it fosters. From first dates that turn into engagements to families building traditions, it’s a place where meaningful connections happen every day.

Right now, we’re loving their newest seasonal menu additions — like the Blueberry Lavender Latte and Blueberry Coffee-Cake Pancakes — a perfect blend of nostalgia and elevated flavor.

💚 Supporting small businesses means supporting the heart of our community.

05/20/2026

Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income and commodity markets continue to reflect potential risks.

Read the latest: https://www.graftonwealth.com/market-commentary

05/18/2026

Small Business Owners: Are you retirement ready—or just too busy to check?

Running a business keeps you focused on today, but your future deserves a plan, too. This carousel highlights key questions every business owner should be asking:
• Have you defined your retirement timeline?
• Will your savings support the lifestyle you want?
• Is your succession plan in place?

💡 Retirement planning doesn’t have to be overwhelming—but it does need to be intentional. 👉 Reach out to Grafton Wealth Advisors to start building a strategy tailored to your business and your goals. www.graftonwealth.com to learn more.

05/13/2026

As of early May 2026, the Fed stands on the cusp of one of its more significant leadership transitions in recent memory. Jerome Powell’s term as chair concludes on May 15 after guiding the central bank through the post-pandemic inflation surge and a rate-cutting campaign seemingly on hold, and Kevin Warsh — a former Fed governor, investment banker, and vocal critic of post-2008 monetary policy — appears poised for confirmation. Read the latest: https://www.graftonwealth.com/market-commentary