CWO News

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Market Review – October 2022

Bear Hunting The best way to find something is to know what you’re looking for. October 2022 Key Observations Market Recap As decisively as markets closed down in September, they rebounded in October with equal gusto. U.S. large cap, U.S. small cap and developed international all moved higher, looking for a relief rally from new […]

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August 2022 Market Review

Market Review – August 2022

Fresh Mountain Air, Same Hawkish Stance A firm stance on fighting inflation from Jackson Hole pushed markets lower as investors wrestle with the impact on the global economy. Key Observations: Markets turned negative for the month following the Jackson Hole Economic Symposium. The Federal Reserve reiterated its commitment to combat inflation “until the job is […]

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Market Review – July 2022

Making hay while the sun shines: earnings in focus Markets eye earnings reports for forward guidance in a challenging environment Key Observations: July provided solid respite after a difficult first half of 2022, with investors buying the dip. Investors looked to corporate earnings and guidance to set expectations for the second half of 2022 and […]

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Kevin O'Conner

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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