Conrad Capital Management

12/26/2025

✨ Season's Greetings and Best Wishes for the New Year ✨

Wishing you joy this holiday season and prosperity in the year ahead. Thank you for trusting us with your business and partnership this year.

Season's Greetings from all of us, we look forward to serving you in 2026!

Happy Holidays and best wishes for a successful year ahead!

11/28/2025

Happy Thanksgiving!

As we enter the holiday season, we’re reminded that gratitude is one of life’s greatest strengths, helping us stay steady in uncertain times and adding light to moments of celebration. It’s often the simple act of appreciating the people around us that brings the greatest meaning and warmth to our work and our lives.

We would like to take this opportunity to thank you for your continued trust and support. It’s a pleasure to work with you and to navigate the markets and the future together. Your confidence in us is the foundation that gives our work purpose and direction, and we are sincerely grateful for the partnership we share.

From all of us at CCM, we wish you and your loved ones a joyful, peaceful, and heartwarming Thanksgiving!

05/23/2025

We are excited to share a recent podcast featuring an interview with Don, where he talks about how he got his start in the financial industry, the story behind Conrad Capital Management and what drives our approach.

If you’ve already known us, think of it as a quick refresher and discover some things you did not know. If you’re new or considering working with a financial advisor, this is a great 5 minute listen to get to know who we are and how we help!

Amplify Your Voice with Global Podcasts Connect, create, and engage with a global audience. Join us today!

12/08/2022

All of us join in wishing you wonderful Holidays, fun festivities, happiness, great food and good health. We hope this season ends on a cheerful note and continues into a safe and successful New Year for you and your family!

12/07/2022

Without doubt this is our favorite graph! Missing even a few good days of the market can have a devastating effect on long-term performance. Discipline and a well-designed portfolio that helps reaching financial and personal goals has the tendency of significant growth. As you can see, missing the best 25 trading days had ravaging consequences. We think it’s because of the two big decisions that a fearful investor needs to make: when to exit, when to buy back. This type of timing is pure gamble!
Thank you AMG for the shocking, but educational material!

12/05/2022

Regardless of intra-year gains, or intra-year declines the annualized S&P 500 calendar year return between 1999 and 2022 was 6.9%. Volatility is a degree of variation of trading prices over time. The graph helps to understand volatility, - the statistical measure -, the rate at which the price of a basket of securities (S&P 500) increase, or decrease for a given set of returns. Thank you AMG!

12/02/2022

“As is a tale, so is life: not how long it is but how good it is that matters.” Seneca.
Although we are not ancient Stoics, we try - and try again - to explain the benefits of a risk management strategy that mixes a wide variety of investments within a portfolio. It’s crucial to limit exposure to one single asset class/investment and instead have a mix of distinct asset types, different sectors and a variety of investment vehicles to withstand the bears and the bulls.
Thanks AMG for the data!

11/23/2022

Happy Thanksgiving!

Special greetings and best wishes for a happy and healthy Thanksgiving Day to you and your family. We hope it’s full of laughter, delicious food and relaxation!

11/18/2022

It’s good to pay attention to the signs.
If it smells like fish, looks like fish and tastes like fish, it is a fish!

11/11/2022

Thank you to all the veterans out there!

11/01/2022

Retirement in America

A range of factors have put increased pressures on the retirement system. Account balances and savings took a huge hit. The IRS has released 2023 inflation-adjusted contribution limits, phase-out ranges, and income limits for various retirement accounts. It's never too early – or too late – to start saving for retirement!

(IR 2022-188; Notice 2022-55, 2022-45 IRB)

10/27/2022

Knowledge is power!

The best universities in America.

From Princeton to Harvard and MIT, the United States has some world-class universities, but which ones come out on top for 2022/23?