Blog

The 3 Stages of Retirement Planning for Entrepreneurs

By Kevin O’Conner, Financial Advisor No matter what stage of life you are in or how long you’ve owned your business, it’s always wise to be thinking ahead to retirement. While there are some small business owners who say they don’t ever plan to retire, we know many business owners look forward to the day…
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2019 Market Outlook Update: Investors on Edge by Mid-Year

In the beginning of the year, we shared five key observations for 2019, including slowing separation and the return of volatility, and how we believed those themes would impact portfolios. As we reached the midpoint of the year, we saw investors becoming uneasy, in part due to a slowdown in growth.  A few things to…
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Data Helps Guide Investors in the Active vs. Passive Debate

By Cliff O’Conner, Financial Advisor Investors often debate which investment management strategy is better for their portfolios – active or passive. We have been collecting data on fund performance for years, which can help guide investors on when to choose either strategy. In the past, we evaluated the persistency of top-quartile mutual funds in 17…
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Quarterly Considerations: A Look at U.S. and Global Markets in Q2

How did the markets fare in the second quarter? Equity markets built on their first quarter performance and continued to generate strong returns during the quarter. Domestically, growth stocks outperformed value stocks and large-cap outperformed both mid- and small-cap stocks. On the other hand, real assets posted relatively flat returns for the quarter following their…
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3 Common Retirement Plans for Small Business Owners

By Cliff O’Conner, Financial Advisor As a small business owner, you are responsible for every aspect of your company – establishing business goals, managing operations, and developing solutions to achieve those goals. But have you devoted any time to mapping out your retirement plan? Since you are working for yourself, you’re responsible for choosing and…
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C.W. O’Conner Wealth Advisors, Inc.’s June 2019 Market Commentary

U.S. equities rebounded to a record high during the month of June following May declines. The advance was fueled in part by investors’ expectations of an interest rate cut following comments from U.S. Federal Reserve Chairman Jerome Powell. The Russian equity market climbed in June, sustained by rising oil prices, a pillar of the nation’s…
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Real Estate Portfolio Tips from CWO

Your Portfolio Should Include Private Real Estate Investments When Possible

Recent market volatility has left investors speculating when the markets might exhibit a deep, prolonged correction. A diversified portfolio, including real estate, can help balance risk and return. From September 18, 2018, through December 24, 2018, the S&P 500 Index declined almost 20%. The year-end pullback was a stark contrast to previous years’ low volatility…
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Estate Planning Technique: Grantor Retained Annuity Trusts

What comes to mind when you hear the term “estate planning?” For some people, this topic can be complicated and overwhelming. However, once you understand what it means, you will better understand the solutions. This article defines what estate planning is and gives you an introduction to one estate planning technique: Grantor Retained Annuity Trusts…
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7 Ways Gen Z Employees Differ from Other Generations

Have you begun hiring recent college graduates? If so, you’ve added a new generation to your workplace: Generation Z.  This generation (people born between 1997 and 2012) are poised to make up 36 percent of the workforce by 2020. While they share some characteristics with Millennials, members of Gen Z bring their own workstyle and…
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House Moves Sweeping Retirement Plan Reform Closer to Reality

Could 2019 be the year U.S. retirement plans see significant reform? With bipartisan support, the House of Representatives passed on May 23 the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The SECURE Act aims to increase the accessibility of retirement plans and ease some current rules. How would this legislation…
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