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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

What Is a 1031 Exchange?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

To choose a plan, it’s important to ask yourself four key questions.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

View all articles

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Comparing Mortgage Terms

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Saving for College 101

Here's a crash course on saving for college.

View all videos

Articles

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

To choose a plan, it’s important to ask yourself four key questions.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

View all articles

Calculators

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Comparing Mortgage Terms

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators

Videos

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Saving for College 101

Here's a crash course on saving for college.

View all videos