Blog

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…
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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…
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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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Home budget calculation

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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