Author: CW O'Conner Wealth Advisors

Non-Profit Spotlight: Developmental Disabilities Ministries

At CWO, we believe we can increase the positive impact we have on communities by focusing our time, talent and treasures on the areas of need that spark our passion. We’d like to introduce you to an organization we joyfully support, Developmental Disabilities Ministries. Since 1981, DDM has served adults with disabilities and their families…
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Quarterly Considerations: A Look at U.S. and Global Markets in Q2

How did the markets fare in the second quarter? Equity markets built on their first quarter performance and continued to generate strong returns during the quarter. Domestically, growth stocks outperformed value stocks and large-cap outperformed both mid- and small-cap stocks. On the other hand, real assets posted relatively flat returns for the quarter following their…
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C.W. O’Conner Wealth Advisors, Inc.’s June 2019 Market Commentary

U.S. equities rebounded to a record high during the month of June following May declines. The advance was fueled in part by investors’ expectations of an interest rate cut following comments from U.S. Federal Reserve Chairman Jerome Powell. The Russian equity market climbed in June, sustained by rising oil prices, a pillar of the nation’s…
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Estate Planning Technique: Grantor Retained Annuity Trusts

What comes to mind when you hear the term “estate planning?” For some people, this topic can be complicated and overwhelming. However, once you understand what it means, you will better understand the solutions. This article defines what estate planning is and gives you an introduction to one estate planning technique: Grantor Retained Annuity Trusts…
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7 Ways Gen Z Employees Differ from Other Generations

Have you begun hiring recent college graduates? If so, you’ve added a new generation to your workplace: Generation Z.  This generation (people born between 1997 and 2012) are poised to make up 36 percent of the workforce by 2020. While they share some characteristics with Millennials, members of Gen Z bring their own workstyle and…
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Protect your assets with a will.

60% of Americans Don’t Have a Will. Protect Your Family and Assets with an Estate Plan

Most people don’t like to think about dying, so the last thing they want to do is think about how to divide their assets once they are gone. A survey by Care.com in 2017 found only 42% of adults in the U.S. have established a will or living trust. When respondents are broken down by…
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Wall Street Bull Statue

Your View of the Market’s Mixed Signals Depends on How Bullish You Are

Have you noticed the mixed signals the market is sending investors lately? Strength across risk-assets fueled investor optimism despite ongoing U.S.-China trade negotiations, low inflation, BREXIT, geopolitical tensions and slowing global growth. Realized 30-day equity volatility collapsed just 9.0% and ranked among the lowest quartile of historical observations. Investors can take some solace in stronger…
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