5 Ways the CARES Act Can Provide Financial Relief to Nonprofits

While much of the media coverage on the $2 trillion Coronavirus Aid, Relief, and Economic Security (“CARES”) Act has focused on the law’s impact on individuals and small businesses, the sweeping legislation also offers some financial relief to the nonprofit sector.

Markets Pick Up in May as COVID-19 Infection Rates Decline

Amid a backdrop of more accommodative policy measures, investor risk sentiment improved in May and fixed income asset classes generated positive returns.

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

In May, a late-month rally propelled small caps while geopolitical tensions weighed on emerging market returns. Read more in our May Market Recap.

Oil rig at sunset

Energy Markets: Connecting Commodity Prices and Midstream Businesses

Most major markets have experienced unprecedented volatility thus far in 2020 and assets associated with the energy industry were punished the most. The industry experienced simultaneous supply and demand shocks and the magnitude of each resulting in an unprecedented time for the energy industry.

Business Analysis

Corporate High Yield Market Gains Attraction as Bond Prices Decrease

Financial markets came under significant pressure in the wake of the coronavirus pandemic as governments around the world “closed” economies to stop the spread of the virus. Markets witnessed a widening of corporate credit spreads as investors grappled with the uncertainty surrounding the impact shutdowns would have on corporate financial health and the ability for borrowers to pay back their debt.

Minimize Your State Estate Taxes Through Proper Planning

For more than 100 years, the U.S. government has been taxing assets that remain upon death. Fortunately, over time, the government introduced exemption limits allowing a portion of these assets to transfer to a person’s heirs tax-free. Over the last 20 years, the IRS increased the federal estate tax exemption from $1,350,000 to $23,160,000 for…
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Ready to Move? What to Consider When Making a Change in Residence

Many retirees find southern states quite attractive because of the warmer weather, lower cost of living and the ability to enjoy outdoor activities nearly year-round. Buying a new home to escape the winter weather becomes even more enticing when it also provides attractive income and estate tax benefits. However, you should know that your former…
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C.W. O’Conner Wealth Advisors, Inc.’s April Market Recap

Last month, attractive valuations stirred interest in real estate and midstream energy. On the equities side, the U.S. dollar’s strength weighed on international stocks.

April Markets Rebound in a Welcome Reprieve for Investors

Most investors would prefer what happened in March stays in March. It was an incredibly volatile and severe drawdown month. However, the markets rebounded and recovered some first quarter losses in April as investors were able to move past the initial panic reaction to the COVID-19 pandemic.

Here’s How You Can Leverage Tax Savings and Other Planning Opportunities in a Volatile Market

Given the dramatic drop in equity markets over the past two months, investors may be preoccupied with continuous coverage of the coronavirus and its negative impact on markets and the economy. However, there are several significant planning opportunities – some of which are tied to recent market volatility – that you can do today.