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How to Prepare for a Comfortable Retirement

Many people look forward to retirement, a period in their life when they will have more time to spend with family or do activities they enjoy. It’s always prudent to begin planning for retirement many years before your actual retirement date so that you will have time to achieve your financial retirement goals.

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No Treat for Markets in October

October was full of tricks, not treats. A failure from policy makers to pass further fiscal stimulus and increasing COVID cases weighed on equity markets.

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C.W. O’Conner Wealth Advisors’ October Market Recap

Elevated volatility weighed on U.S. Large Cap Equities in October, and U.S. dollar strength curbed inflation expectations and detracted from TIPS. For more asset class performance in October, view our latest Market Recap.

What Does the Election Mean for Your Portfolio?

Harnessing the knowledge of greater market volatility in an election year is not only helpful to avoid classic behavioral mistakes that can lead to worse portfolio outcomes, but it also reinforces the notion that investors are more likely to be successful if they maintain a long-term point of view.

Is Time Running Out for Favorable Estate and Gifting Opportunities?

Estate and gifting limits are at favorable levels right now, giving high net worth individuals ample estate planning opportunities. However, because of the uncertainty around potential tax reform that could be enacted as early as 2021, we encourage individuals to investigate acting on these current opportunities before the end of 2020. What is the current…
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September Sees Tech Tumble, Volatility Rise

Increased U.S. dollar strength, fading hope for more stimulus and the sluggish recovery in jobs all led to the end of the global rebound in risk assets.

Cybercriminals Are Exploiting the Pandemic. Take Steps to Protect Your Information.

Cybercriminals are trying to take advantage of people distracted by the pandemic. Be mindful of how you use technology so that you don’t give cybercriminals a key to your sensitive personal information.

Tell Your Loved Ones the ‘Why’ Behind Your Estate Plan

The “why” of an estate plan is a critical component and might just be where true legacy lies.

C.W. O’Conner Wealth Advisors, Inc.’s September Market Recap

Last month, a delayed fiscal stimulus and slower economic recovery cooled investor risk sentiment.

3 Tax-Planning Strategies You Should Consider Before 2020 Ends

Taxpayers may have to wait until after the November 3rd elections to get a better sense of the potential for tax reform; however, we want to share three planning strategies today that may help bolster your tax savings, regardless of which candidates take office in 2021.