Blog

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

In May, a late-month rally propelled small caps while geopolitical tensions weighed on emerging market returns. Read more in our May Market Recap.

Oil rig at sunset

Energy Markets: Connecting Commodity Prices and Midstream Businesses

Most major markets have experienced unprecedented volatility thus far in 2020 and assets associated with the energy industry were punished the most. The industry experienced simultaneous supply and demand shocks and the magnitude of each resulting in an unprecedented time for the energy industry.

Business Analysis

Corporate High Yield Market Gains Attraction as Bond Prices Decrease

Financial markets came under significant pressure in the wake of the coronavirus pandemic as governments around the world “closed” economies to stop the spread of the virus. Markets witnessed a widening of corporate credit spreads as investors grappled with the uncertainty surrounding the impact shutdowns would have on corporate financial health and the ability for borrowers to pay back their debt.

Minimize Your State Estate Taxes Through Proper Planning

For more than 100 years, the U.S. government has been taxing assets that remain upon death. Fortunately, over time, the government introduced exemption limits allowing a portion of these assets to transfer to a person’s heirs tax-free. Over the last 20 years, the IRS increased the federal estate tax exemption from $1,350,000 to $23,160,000 for…
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Ready to Move? What to Consider When Making a Change in Residence

Many retirees find southern states quite attractive because of the warmer weather, lower cost of living and the ability to enjoy outdoor activities nearly year-round. Buying a new home to escape the winter weather becomes even more enticing when it also provides attractive income and estate tax benefits. However, you should know that your former…
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C.W. O’Conner Wealth Advisors, Inc.’s April Market Recap

Last month, attractive valuations stirred interest in real estate and midstream energy. On the equities side, the U.S. dollar’s strength weighed on international stocks.

April Markets Rebound in a Welcome Reprieve for Investors

Most investors would prefer what happened in March stays in March. It was an incredibly volatile and severe drawdown month. However, the markets rebounded and recovered some first quarter losses in April as investors were able to move past the initial panic reaction to the COVID-19 pandemic.

Here’s How You Can Leverage Tax Savings and Other Planning Opportunities in a Volatile Market

Given the dramatic drop in equity markets over the past two months, investors may be preoccupied with continuous coverage of the coronavirus and its negative impact on markets and the economy. However, there are several significant planning opportunities – some of which are tied to recent market volatility – that you can do today.

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

March 2020 was historic. The S&P 500 fell 34% from its February high in just 22 days. The shift from a bull market to a bear market was the fastest in history, and March proved to be the most volatile month in the history of the S&P 500. Our Market Recap for March includes asset…
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CARES Act: How It Impacts Individuals and Retirement Plans

Congress passed the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) last week, which was signed by President Trump into law March 27. This stimulus package created in response to the growing coronavirus pandemic and its impact on the economy, is the most expansive to date at an estimated $2.2 trillion. It follows an…
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