top of page

Foley/Connelly Financial Partners

  • LinkedIn

All posts

Blog

Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start

May 5, 2026

Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start

If you’re a parent or grandparent thinking about your child’s long-term financial future, the new Trump accounts could be one of the most interesting tools to hit the market in years. They’re not a replacement for 529 plans or Roth IRAs, but they offer something unique: the ability to start serious, tax-advantaged investing the day a child is born—without needing earned income. Here’s the straight talk on how they actually work, where they shine, where they fall short, and—most importantly—how s

View More

Why Family-Owned Firms Often Serve Investors Better Than Big Corporations

Mar 17, 2026

Why Family-Owned Firms Often Serve Investors Better Than Big Corporations

For over half a century, Equity Financial Group has remained proudly independent and family-owned. In a world dominated by corporate firms and call centers, here’s why that difference matters more than ever — especially when it comes to your financial future.

View More

The Wealth Effect: Shifting Investment Preferences and the Potential Costs

May 22, 2025

The Wealth Effect: Shifting Investment Preferences and the Potential Costs

Kara Murphy, CFA If the stock market had a theme song these days, it might be Aretha Franklin’s “Respect.”When it comes to helping investors grow wealth over time, stocks have traditionally provided among the biggest bangs for the buck relative to other asset classes. However, you wouldn’t know it based on the latest findings of a yearly Gallup survey. The survey asked a representative sample of Americans what they consider “the best long-te

View More
bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck