Category: Uncategorized

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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7 Ways Gen Z Employees Differ from Other Generations

Have you begun hiring recent college graduates? If so, you’ve added a new generation to your workplace: Generation Z.  This generation (people born between 1997 and 2012) are poised to make up 36 percent of the workforce by 2020. While they share some characteristics with Millennials, members of Gen Z bring their own workstyle and…
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House Moves Sweeping Retirement Plan Reform Closer to Reality

Could 2019 be the year U.S. retirement plans see significant reform? With bipartisan support, the House of Representatives passed on May 23 the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The SECURE Act aims to increase the accessibility of retirement plans and ease some current rules. How would this legislation…
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C.W. O’Conner Wealth Advisors, Inc.’s May 2019 Market Commentary

U.S. equities declined in May, making it the worst monthly performance of the S&P 500 since December 2018. Ongoing trade tensions with China and President Trump’s unexpected announcement about imposing tariffs on Mexican goods adversely affected risk markets. Chinese markets fell sharply as a result of the U.S.-China trade conflict, and U.K. markets struggled from…
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Protect your assets with a will.

60% of Americans Don’t Have a Will. Protect Your Family and Assets with an Estate Plan

Most people don’t like to think about dying, so the last thing they want to do is think about how to divide their assets once they are gone. A survey by Care.com in 2017 found only 42% of adults in the U.S. have established a will or living trust. When respondents are broken down by…
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Wall Street Bull Statue

Your View of the Market’s Mixed Signals Depends on How Bullish You Are

Have you noticed the mixed signals the market is sending investors lately? Strength across risk-assets fueled investor optimism despite ongoing U.S.-China trade negotiations, low inflation, BREXIT, geopolitical tensions and slowing global growth. Realized 30-day equity volatility collapsed just 9.0% and ranked among the lowest quartile of historical observations. Investors can take some solace in stronger…
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April 2019 Market Commentary

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

In April, U.S. equities advanced as U.S. Federal Reserve officials continued to weigh the risks of raising interest rates amid global growth concerns and inflation readings coming in below market expectations. A strong GDP driven by higher exports and robust earnings increased risk appetites.  Our Market Commentary for April 2019 includes more information on market…
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Tips to for cybersecurity

5 Tips to Keep Your Information (and Your Money) Protected from Cyberattacks

Nearly 60 million Americans have been impacted by identity theft, according to a 2018 online survey by The Harris Poll. Smart devices give us opportunities to connect in new and exciting ways, but also leave us vulnerable to cyberattacks. Nearly every electronic object we use today can be connected to the internet – our phones,…
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