Graham Capital Insights

Articles and publications about our team's day to day experiences, challenges, and successes in the finance world.

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Qualified dividends: A good way to mitigate that tax bill

By: Stash Graham For an investor, who is approaching, or is in retirement, maximizing asset growth is not a typical goal, but maximizing income generation…

March 2019 Investor Report

March was another strong month for our portfolios. Market performance was initially concerning, as we saw the S&P 500 down more than 2.5 percent during…

February 2019 Investor Report

February was a continuation of many trends that were established in January. Although lacking the swell of the preceding month, all asset classes nonetheless appreciated:…