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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.

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Helpful Content

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Monthly Budget

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

Estimate Your RMD

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

Debt vs. Investment

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

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Dreaming Up an Active Retirement

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Articles