When interest rates start trending lower, many of my clients come to me with questions about income-generating investments, like dividend-yielding stocks. Depending on your risk tolerance and long-term goals, dividend-yielding stocks may play a role in your [...]
What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is [...]
During this period of volatility, many are asking where the economy is headed. As the coronavirus affects the U.S. financially and socially in a way previously unseen, lawmakers are acting to boost the economy, and analysts are [...]
By Sarah Brenner, JD IRA Analyst The coronavirus has been wreaking havoc on markets and millions of retirement account balances have suffered significant losses. This has left many IRA owners looking at lower account balances after several [...]
If the state of the market has caused you to worry, you’re probably not alone. The coronavirus and falling oil prices have caused many to panic. In times of uncertainty, it can be easy to make knee-jerk [...]
Planning for retirement is never a "set it and forget it" activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, market volatility and the Federal [...]
The events over the last few weeks remind us that no one can predict the ups and downs of the stock market. While there’s abundant information out there to reference so you can make informed decisions, there’s [...]
A correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve seen a bumpy [...]
The recent market volatility surrounding the coronavirus may have you concerned, especially if you’re approaching or already in retirement. Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and volatile market. These feelings are normal and [...]
Between the trade war heating up, and the recent market volatility, there’s no telling what kind of market we’re heading into. After enjoying a 10 year long bull market, there could be rougher times ahead in the [...]
It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments. To make this a safe environment for both you and our team members we are adhering to the state guidelines. That means we are limiting the number of people in the office at any one time, sanitizing meeting areas in between appointments, wearing masks as required and observing social distancing of 6 feet. And if you prefer not to meet in person, we are happy to conduct phone or video meetings as well.
We’re excited to be back open and look forward to seeing all of you soon!
Your Friends,
Greg O’Donnell and the Entire ODFI Group
