Author: CWO News

Kevin O’Conner Becomes a Certified Investment Management Analyst®

C.W. O’Conner financial advisor Kevin O’Conner recently received certification as a Certified Investment Management Analyst® (CIMA®). The CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA certification stands out among other financial certifications for its effective emphasis on the combination of theory and…
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Cliff O’Conner Named Five Star Wealth Manager for 2019

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 2019. This is Cliff’s fourth year receiving the award. Five Star Wealth Manager Criteria To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including…
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C.W. O’Conner Wealth Advisors, Inc.’s July 2019 Market Commentary

U.S. equities rose as the S&P 500 posted record highs mid-month.  Broad better-than-expected earnings and technology gains led major indexes higher. In Europe, German markets dragged lower on pessimistic forecasts of future GDP growth, fears of global slowdown, U.S.–China trade tensions, and ongoing Brexit uncertainty. Chinese equity markets fell slightly in July, despite the revamped…
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The 3 Stages of Retirement Planning for Entrepreneurs

By Kevin O’Conner, Financial Advisor No matter what stage of life you are in or how long you’ve owned your business, it’s always wise to be thinking ahead to retirement. While there are some small business owners who say they don’t ever plan to retire, we know many business owners look forward to the day…
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2019 Market Outlook Update: Investors on Edge by Mid-Year

In the beginning of the year, we shared five key observations for 2019, including slowing separation and the return of volatility, and how we believed those themes would impact portfolios. As we reached the midpoint of the year, we saw investors becoming uneasy, in part due to a slowdown in growth.  A few things to…
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Data Helps Guide Investors in the Active vs. Passive Debate

By Cliff O’Conner, Financial Advisor Investors often debate which investment management strategy is better for their portfolios – active or passive. We have been collecting data on fund performance for years, which can help guide investors on when to choose either strategy. In the past, we evaluated the persistency of top-quartile mutual funds in 17…
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3 Common Retirement Plans for Small Business Owners

By Cliff O’Conner, Financial Advisor As a small business owner, you are responsible for every aspect of your company – establishing business goals, managing operations, and developing solutions to achieve those goals. But have you devoted any time to mapping out your retirement plan? Since you are working for yourself, you’re responsible for choosing and…
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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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