Grafton Wealth Advisors

10/07/2026

At roughly $1.0 trillion this fiscal year, interest costs now exceed what the government spends on defense or Medicaid. The Congressional Budget Office (CBO) expects net interest to climb from 3.3% of GDP to 4.6% over the next decade. That projection was built on a 10-year yield averaging 4.1% this year and settling around 4.4% longer term, and we are above that path. By the CBO's own estimate, rates one percentage point above its baseline would push debt to 222% of GDP by 2056 instead of 175%.

Read the latest Weekly Market Commentary 👉 https://www.graftonwealth.com/market-commentary

10/06/2026

📣 Local Winter Park parents, this one's for you.

Join us tomorrow for an informative evening focused on helping families prepare for life after age 18, from legal considerations to college funding strategies.

Hosted by Grafton Wealth Advisors and Patrick Moberg, Esq. of Lawberg, this special NextGen Series event will cover essential planning opportunities that many families overlook.

Wednesday, Oct 7 from 5:30 PM to 7:00 PM - Space is limited and registration is required. Please RSVP for more details and to secure your spot: 🔗https://tinyurl.com/mt24fax2

10/03/2026

💖 October is Breast Cancer Awareness Month. We encourage everyone to raise awareness, support research, and encourage early detection.

10/01/2026

Reminder!🔔 FAFSA opens October 1

Did you know that FAFSA is often used for more than just need based aid? Many colleges use it when awarding merit scholarships, grants, work study opportunities, and certain student loan programs. If college is on the horizon for your family, now is the perfect time to review your savings strategy and understand how financial aid may fit into your overall plan.

📚 Learn more about college planning and your education funding options by connecting with Grafton Wealth Advisors at www.graftonwealth.com.

09/30/2026

Investors have plenty to worry about as fall begins. The conflict in the Middle East continues to disrupt critical energy infrastructure and transportation routes, keeping oil prices elevated and adding uncertainty around inflation. Meanwhile, rising interest rates and the prospect of additional rate hikes from the Fed could contribute to near-term market volatility. The enormous capital being committed to AI raises questions about the returns on that investment. Read the latest Weekly Market Commentary 👉 https://www.graftonwealth.com/market-commentary

09/28/2026

Is your year-end tax strategy already taking shape? Waiting until December can limit your options.

🍂 Fall is the perfect time to review income, evaluate tax opportunities, and identify planning moves that may need to happen before year end.

Read our latest article for key areas to review now and steps that could help you head into year end with greater confidence. 🔗https://tinyurl.com/3cyh2hwy

09/07/2026

Happy Labor Day from Grafton Wealth Advisors!

This Labor Day, we celebrate the hard work, dedication, and dreams that drive us forward. The markets and our office will be closed today.

Enjoy this holiday with your family!

09/03/2026

September is Life Insurance Awareness Month, the perfect time to ask an important question: Do I Need Life Insurance?

Whether you're married, raising children, paying a mortgage, or building a business, life insurance can play a key role in protecting the people who matter most.

Read this insightful article to learn who should consider life insurance and why.

Couples should each have life insurance in case one passes away, so the other can maintain the same quality of life. People with young children are strongly recommended to have life insurance to protect their families.

09/02/2026

Should the recent value rotation be viewed as a regime shift-driven change in market preference, or a simple reversal trade? We think there is a compelling case to be made for the former. In a regime of higher interest rates and stubbornly above-target inflation, the market is increasingly focused on capex intensity, free cash flow conversion, and the cost of capital. Read the latest Weekly Market Commentary 👉 https://www.graftonwealth.com/market-commentary

09/01/2026

FAQ: Is life insurance only meant to replace income?

Not at all.

Life insurance can play an important role in a broader financial strategy, helping protect loved ones, support long-term financial goals, and create opportunities that can benefit future generations. Whether you're raising children, helping care for aging parents, or thinking about the legacy you want to leave behind, having the right coverage can provide greater clarity and confidence.

📲 Scan the QR code in the image to compare and save on life insurance, or click here: https://bit.ly/4sAQMex