Blog

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

U.S. equities gained on strong employment and corporate earnings in October, suggesting that the U.S. economy is holding steady amid continued concerns of global slowdown and falling manufacturing activity. International equities advanced last month as a dovish European Central Bank and Brexit extension quelled investor anxiety. Emerging markets also gained as investors sought risk assets.…
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How Do Self-Employed 401(k) Contributions Affect Take-Home Pay?

By Cliff O’Conner, Financial Advisor When discussing Self-Employed 401(k) plans with our clients, we often are asked how the contributions to this type of retirement savings plan will affect take-home pay. The answer to this question, as well as other commonly asked questions related to retirement plans, are below. Self-Employed 401(k) Question 1: Does my…
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Quarterly Considerations: A Look at U.S. and Global Markets in Q3

In the third quarter of 2019, fixed-income markets posted strong returns, led by international developed currency-hedged debt and longer-maturity U.S credit, which benefited from central banks loosening monetary policy and a broad appreciation in the U.S. dollar. Investment grade credit and longer-dated bonds outperformed as central banks adopted more accommodative policies. The Federal Open Markets…
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C.W. O’Conner Wealth Advisors, Inc.’s September 2019 Market Commentary

In September, U.S. equities gained on strong employment and retail sales data, suggesting that the U.S. economy is holding steady amid concerns of global slowdown and faltering manufacturing activity. Domestic equities posted positive returns following positive economic data, but they were stunted by the persistent U.S.-China trade tensions and political discord fueling volatility. Our September…
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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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College is Expensive. Create a Plan that Maximizes Your Savings.

By Kevin O’Conner, Financial Advisor It’s back to school time, which may cause some parents to begin thinking ahead to college, even if their children are still in elementary school. There’s a strong case for graduating from college. People with bachelor’s degrees on average earn nearly 80% higher pay than individuals with only a high…
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Build Retirement Savings Quickly with a Self-Employed 401(k)

By Cliff O’Conner, Financial Advisor Are you a small business owner who wants to quickly grow your retirement funds? If so, you should consider starting a Self-Employed 401(k). Many entrepreneurs with no employees besides a spouse choose this plan because of its higher contribution limits as compared to other retirement plans for small business owners.…
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C.W. O’Conner Wealth Advisors, Inc.’s August 2019 Market Commentary

U.S. equities slumped in August as U.S.-China trade rhetoric continued to be front of mind for investors, amid underwhelming economic data. The U.S.-China trade fears also impacted MLP performance last month. The real asset under-performed thanks to falling demand as a result of the trade tension and lower energy prices due to oversupply on the…
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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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Non-Profit Spotlight: Developmental Disabilities Ministries

At CWO, we believe we can increase the positive impact we have on communities by focusing our time, talent and treasures on the areas of need that spark our passion. We’d like to introduce you to an organization we joyfully support, Developmental Disabilities Ministries. Since 1981, DDM has served adults with disabilities and their families…
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