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investors planning for 2020

2019 Market Recap and Key Takeaways for Investors in 2020

By Kevin O’Conner, CIMA® We always find it helpful in the beginning of a new year to look at how the market previously performed, because this review can help guide and influence our investment decisions during the year. What jumps out about the market in 2019? One thing to note is that last year gave…
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CWO 10-Year Capital Market Forecasts (2020-2029)

We’d like to share our capital market forecasts for this decade. We update asset class assumptions annually to reflect 10-year estimates for asset class returns, standard deviations, skewness, kurtosis and correlations. This paper describes our input assumptions for the investment period from January 2020 to December 2029. Please don’t hesitate to contact us if you…
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C.W. O’Conner Wealth Advisors, Inc.’s December 2019 Market Commentary

U.S. equities finished 2019 on a positive note, due to “phase-one” of the U.S.–China trade deal boosting sentiment. International developed equities increased as well, as investors reacted positively to easing trade tensions and a more certain exit for Britain from the European Union. Our December Market Commentary includes global highlights from the U.S., U.K. and…
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Want to Educate Your Children on Investing? Start with These Two Basic Points

You’ve learned a lot about investing over the years, and you want to pass along what you know to the next generation. Our clients often seek to educate their children on how to be responsible and prudent stewards of wealth. It can be overwhelming trying to determine where to begin, so we recommend you begin…
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6 Tax Strategies to Boost Your Savings for 2019

Even though 2020 is creeping closer, you still have time to implement strategies that could provide meaningful tax savings for this year. We want to highlight six planning opportunities to consider before Dec. 31. We’ve also included three other planning areas to review to ensure you are maximizing your tax savings both in 2019 and…
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C.W. O’Conner Wealth Advisors, Inc.’s November 2019 Market Commentary

Personal spending continued to rise in November heading into the holiday season. This year has seen eight straight monthly increases in personal spending. Also, domestic equities posted positive returns thanks to strong economic data and optimism regarding a “phase one” U.S.-China trade deal. Our November Market Commentary includes global highlights from the United Kingdom and…
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Should You Include Gold in Your Portfolio?

With gold prices up nearly 20% in the past year, the precious metal is making headlines and creating intrigue among investors. Keeping gold’s past performances in mind, it’s fair to ask — is gold a savor or a fraud?

Checkbook

Donor-Advised Fund v. Private Foundation: Which Giving Vehicle Is Right for You?

Two popular charitable giving vehicles today are donor-advised funds and private foundations. These vehicles provide tax savings, allowing you to maximize your philanthropic support. Have you considered starting a private foundation or donor-advised fund?

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Filing Form 5500-EZ for Your Self-Employed 401(k) Plan

By Kevin O’Conner, Financial Advisor When you first created a Self-Employed 401(k) plan for you and/or your spouse, you weren’t required to file paperwork with the IRS. That’s because the IRS only requires an annual tax filing when plan assets equal $250,000 or more. Once your plan’s assets hit the $250,000 threshold, or if the…
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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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