CWO Market Update: Beware of False Start

A recent three-day rally has significantly improved the month-to-date and year-to-date returns, but market volatility is likely to continue until there is greater clarity on COVID-19. Since the S&P 500 Index reached its high on Feb. 19, it has declined 23% and is down 19% for the year. Remember though, market timing does not drive…
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US Policy Response to Historic Market Plunge

The Federal Reserve has taken several major policy actions recently in reaction to the dramatic drop in the markets due to the global coronavirus pandemic. Actions include: Establishing the Commercial Paper Funding Facility (CPFF) to support the flow of credit to households and businesses by alleviating short-term funding stress. Establishing programs to support households and…
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Maintaining Longer-Term Perspective During Heightened Volatility

The bull market has come to an end after 11 years. The S&P 500 is down 26% as of March 16. For many investors, this recent volatility is reminiscent of the 2008 financial crisis. What should investors do during this heightened volatility? Keep a longer-term perspective in mind.   Click here to read more.

C.W. O’Conner Wealth Advisors, Inc.’s February 2020 Market Recap

Investors saw increased market volatility in February. Elevated uncertainty associated with coronavirus outbreaks weighed in on business activity and investor sentiment. See how fixed income, equities, and alternatives performed last month in our February Market Recap.

5 Practical Considerations for Investors During the Current Market Pullback

The recent market drop is the result of many factors converging: the coronavirus, disagreements between Saudi Arabia and Russia over oil production, the upcoming 2020 U.S. presidential election, and the potential for negative interest rates. Let’s look at the recent volatility and some practical actions investors can consider taking now.

With Midstream Asset Volatility Increasing, Investors Should Consider 4 Key Areas

Recently, the market expected the Organization of the Petroleum Exporting Countries (OPEC) to cut supply and support falling oil prices as a result of decreased demand due to COVID-19 (coronavirus) spreading throughout the world. But that didn’t happen. Instead, disagreements between Saudi Arabia and Russia led both countries to discuss increasing production to drive down…
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C.W. O’Conner Wealth Advisors, Inc.’s January 2020 Market Commentary

The global markets were impacted by a common theme in January: the Coronavirus.

How Managers of Private Markets Create Value for Investors

The ability of private equity firms to control companies enables them to enact change and create value during their hold period. The specific strategy for increasing value varies with each investment, with the strategies categorized into one of three areas: earnings growth, multiple expansion or structuring. Investments have the highest probability of outsized returns when…
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Our 2020 Financial Planning Guide is Now Available

Do you know how the SECURE Act, passed late last year, will impact your current retirement plan? Do you have questions about when to start taking Social Security benefits? Are you looking to learn more about options for saving for college? Our 2020 Planning Guide covers these topics and others pertaining to your financial life. …
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2020 Market Outlook: Slowing Growth Boosts Uncertainty

Our view on 2020 keeps in mind 2019, a year that saw several asset classes hit all-time highs and valuations approaching similarly full levels. Investors contemplating 2020 market performance are asking several important questions. One, will trade wars – or even a war – finally prevent markets from moving higher?  How will a contentious presidential…
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