Author: CWO News

Real Estate Portfolio Tips from CWO

Your Portfolio Should Include Private Real Estate Investments When Possible

Recent market volatility has left investors speculating when the markets might exhibit a deep, prolonged correction. A diversified portfolio, including real estate, can help balance risk and return. From September 18, 2018, through December 24, 2018, the S&P 500 Index declined almost 20%. The year-end pullback was a stark contrast to previous years’ low volatility…
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House Moves Sweeping Retirement Plan Reform Closer to Reality

Could 2019 be the year U.S. retirement plans see significant reform? With bipartisan support, the House of Representatives passed on May 23 the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The SECURE Act aims to increase the accessibility of retirement plans and ease some current rules. How would this legislation…
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C.W. O’Conner Wealth Advisors, Inc.’s May 2019 Market Commentary

U.S. equities declined in May, making it the worst monthly performance of the S&P 500 since December 2018. Ongoing trade tensions with China and President Trump’s unexpected announcement about imposing tariffs on Mexican goods adversely affected risk markets. Chinese markets fell sharply as a result of the U.S.-China trade conflict, and U.K. markets struggled from…
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April 2019 Market Commentary

C.W. O’Conner Wealth Advisors, Inc.’s April 2019 Market Commentary

In April, U.S. equities advanced as U.S. Federal Reserve officials continued to weigh the risks of raising interest rates amid global growth concerns and inflation readings coming in below market expectations. A strong GDP driven by higher exports and robust earnings increased risk appetites.  Our Market Commentary for April 2019 includes more information on market…
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Tips to for cybersecurity

5 Tips to Keep Your Information (and Your Money) Protected from Cyberattacks

Nearly 60 million Americans have been impacted by identity theft, according to a 2018 online survey by The Harris Poll. Smart devices give us opportunities to connect in new and exciting ways, but also leave us vulnerable to cyberattacks. Nearly every electronic object we use today can be connected to the internet – our phones,…
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CWO Answers common Hedge Fund questions

Should You Actively Invest in Hedge Funds?

Hedge funds recently had the industry’s best aggregate returns since the beginning of 2012. This news may have you wondering about hedge funds and their role in an investment portfolio, so we answered some common questions about hedge funds.

CWO Monthly Market Commentary March 2019

C.W. O’Conner Wealth Advisors, Inc.’s March 2019 Market Commentary

March was the tale of two markets for investors. Risk-assets proved resilient last month and were undeterred by ongoing protests in France, uncertainty around Brexit, back-and-forth U.S.-China trade negotiations, and weaker domestic growth and inflation data.

Investing in International and Emerging Markets

3 Reasons to View International Developed and Emerging Markets as an Attractive Investment Opportunity

In recent years, international and emerging markets gave investors a reason to smile after they posted two years of double-digit returns. But these foreign markets took a hit in 2018 and produced disappointing returns. Continued concerns over trade negotiations, strength in the U.S. dollar, political uncertainty, and slowing global growth weighed on foreign stocks. However,…
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Talk to CWO about investing in private equities

Investing in Private Equity Has Its Advantages

Private equity funds – illiquid, long-term investment vehicles holding private companies – can offer distinct benefits over public market funds. Why should you own private equity? For starters, it has a historical risk premium over public equities. Private equity funds enhance portfolio diversification when mixed with public assets, and as you know, we believe it…
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CWO February 2019 Market Commentary

C.W. O’Conner Wealth Advisors, Inc.’s February 2019 Market Commentary

We invite you to read our Monthly Market Commentary for February 2019. This month’s commentary contains an overview of global markets and a look at economic highlights from the United States, United Kingdom, China, and Mexico.