Blog

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.…
Read more

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…
Read more

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…
Read more

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…
Read more

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

U.S. equities rose as the S&P 500 posted record highs mid-month.  Broad better-than-expected earnings and technology gains led major indexes higher. In Europe, German markets dragged lower on pessimistic forecasts of future GDP growth, fears of global slowdown, U.S.–China trade tensions, and ongoing Brexit uncertainty. Chinese equity markets fell slightly in July, despite the revamped…
Read more

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…
Read more

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…
Read more

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…
Read more

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…
Read more

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…
Read more