OUR BLOG
September 2026
What Is Liquidity, and Why Is It So Important in Retirement?
Liquidity, in financial terms, refers to the ease with which an asset can be converted into cash without affecting its market price. More liquid assets, such as savings accounts or money market funds, can be quickly sold or accessed for cash. In contrast, [...]
A Closer Look at the Stock Market: Style, Size, and Regions
Janet Yellen, the former Federal Reserve Chair, often said that "monetary policy is not a panacea."1 Just as there is no cure for the common cold, except to let it run its course and address the symptoms, the Fed’s tools often cannot fix [...]
The Difference Between Short-term and Long-term Tax Planning
Understanding taxation is a crucial aspect of personal and business financial management. Two common approaches to optimizing one’s tax situation are short-term and long-term tax planning. The fundamental distinction between these two methods lies in the time frame and strategy employed. Investors can [...]
A Closer Look at the Stock Market: Style, Size, and Regions
Investors often use major indices like the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average as a way to understand how financial markets are performing. While this is a helpful place to start, the reality is that the stock market is made [...]
5 Keys to Longevity Planning for Retirement
As the average lifespan continues to extend, longevity planning for retirement has become increasingly vital. This planning requires a strategic approach to work toward a comfortable and financially independent retirement. Here are the five keys to longevity planning that every pre-retiree must work [...]
5 Keys to Longevity Planning for Retirement
As the average lifespan continues to extend, longevity planning for retirement has become increasingly vital. This planning requires a strategic approach to work toward a comfortable and financially independent retirement. Here are the five keys to longevity planning that every pre-retiree must work [...]
3 Ways Inflation Can Impact Retirement Savings… And What You Can Do About It
Inflation is an important financial factor that we all must contend with when planning for retirement. While inflation might seem like an abstract concept, it can have a real and tangible impact on one’s retirement savings. This article explores three ways inflation could [...]
The Fed’s AI Dilemma: Long-Term Perspectives
The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking."1 This key idea in economics is that raising our standard of living is not just about adding more workers or more equipment, but [...]
Disclosure: This commentary reflects the personal opinions, viewpoints and analyses of the O’Donnell Financial Services, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by O’Donnell Financial Services, LLC or performance returns of any O’Donnell Financial Services, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. O’Donnell Financial Services, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
