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WELCOME

Hi I’m Joe Connor, founder of Connor Capital Management, LLC. Connor Capital Management (CCM) was created from the observation that the large financial firms had moved away from a truly client focused culture with the flexibility and independent thinking required to address the financial and life goals of their clients.

CCM is an independent investment advisory firm with an uncompromising commitment to the best interests of our clients. Our fee-based compensation formula is specifically designed to avoid conflicts of interest and align our services with our clients’ financial success.

If you have any questions at all or if it makes sense for us to talk, please click here.

Will You Outlive Your Retirement Funds?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Read My Blog to Learn More

Helpful Content

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

View all calculators

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

View all videos

Articles

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles

Calculators

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

View all calculators

Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

View all videos