Author: CW O'Conner Wealth Advisors

Key Observations U.S. large cap equities led the continued rebound in global assets in August. However, value showed signs of life in Europe and China pulled emerging market equities into positive territory year-to-date. Sustained upside inflation risks remain low despite recent stimulus measures, but inflation dynamics are fluid. We encourage investors to keep their investment…
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While all elections are important, to many investors, the coming election feels particularly weighty. The policy ramifications of White House and congressional outcomes can seem unnerving, especially given the wide policy differences and, in some cases, dramatic policy proposals (particularly, taxes). However, history suggests election results should not be the primary driver of investment decisions.…
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A slow-growth outlook and accommodative Fed policy favored U.S. large cap growth stocks in August. Also last month, an elevated volatility environment also favorable for hedge fund managers.

In July, investors overlooked rising COVID-19 infection rates in portions of the U.S., instead focusing their attention on economic data that reflected a sharp improvement in activity and better-than-expected earnings data.

How have charitable donations been affected to date in 2020? Research has found an increase in grants as compared to this time last year.

A rebound in some business activity and anticipation of additional fiscal stimulus led to positive performances in July for some asset classes.

Transferring a family vacation home to the next generation presents unique challenges for families. Open communication and proper planning can ensure your legacy remains intact.

When we began 2020, we had a cautious view in our Market Outlook regarding opportunities across the financial markets. This was before we had any hint of a global pandemic that was about to erupt.

C.W. O’Conner Wealth Advisors, Inc. is pleased to share that our founder and president, Cliff O’Conner, has been named a Five Star Wealth Manager for 2020. Cliff has received the award since 2016. Five Star Wealth Manager Criteria To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including number…
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June experienced reopening optimism as well as a rebound in some business activity. View our June Market Recap for more on asset class performance.