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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Connor Capital Management, LLC (“Connor Capital Management”) is an investment advisor located in Virginia. Connor Capital Management and its representatives are in compliance with the current registration requirements of those states in which Connor Capital Management maintains clients. Connor Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Connor Capital Management’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Connor Capital Management website on the internet should not be construed by any consumer and/or prospective client as Connor Capital Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Connor Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Connor Capital Management’s current written disclosure statement discussing Connor Capital Management’s business operations, services, and fees is available from Connor Capital Management upon request. Connor Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Connor Capital Management’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Connor Capital Management) or product made reference to directly or indirectly by Connor Capital Management in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Connor Capital Management’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Connor Capital Management’s (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Connor Capital Management, or from any other investment professional. Connor Capital Management is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Connor Capital Management’s website, to release and hold harmless Connor Capital Management, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Connor Capital Management.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Connor Capital Management’s website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Connor Capital Management, or from any other investment professional.

Contact

Connor Capital Management, LLC

Office: (703) 714-6692

8300 Boone Boulevard

Suite 500

Vienna, VA 22182

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