Category: Uncategorized

Second Half of 2020 Off to Strong Start

In July, investors overlooked rising COVID-19 infection rates in portions of the U.S., instead focusing their attention on economic data that reflected a sharp improvement in activity and better-than-expected earnings data.

COVID-19’s Impact on Charitable Giving in 2020

How have charitable donations been affected to date in 2020? Research has found an increase in grants as compared to this time last year.

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

A rebound in some business activity and anticipation of additional fiscal stimulus led to positive performances in July for some asset classes.

Family Vacation Homes: How to Preserve Harmony and the Home

Transfering a family vacation home to the next generation presents unique challenges for families. Open communication and proper planning can ensure your legacy remains intact.

2020 Mid-Year Update: An Unbalanced Journey Toward Economic Recovery

When we began 2020, we had a cautious view in our Market Outlook regarding opportunities across the financial markets. This was before we had any hint of a global pandemic that was about to erupt.

Cliff O’Conner Named Five Star Wealth Manager for 2020

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 2020. Cliff has received the award since 2016. Five Star Wealth Manager Criteria To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including number…
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C.W. O’Conner Wealth Advisors, Inc.’s June Market Recap

June experienced reopening optimism as well as a rebound in some business activity. View our June Market Recap for more on asset class performance.

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.