OUR BLOG
October 2026
What to Know About Medicare Open Enrollment
Every year, the Medicare Open Enrollment period, also known as the Annual Election Period (AEP), takes place from October 15th to December 7th. This period allows current Medicare beneficiaries to assess their healthcare needs and revise their coverage accordingly. These dates remain consistent [...]
U.S. Dollar Rebound: The Impact of Rising Rates and Government Debt
As interest rates have risen to multi-decade highs, one of the implications that has received less attention is the strengthening U.S. dollar. The dollar affects all aspects of financial markets, the economy, and everyday life. Its value impacts the cost of imported goods, [...]
Financial Planning Month: An Overview
Financial Planning Month is celebrated every year in October. It is designed to raise awareness about the importance of creating a comprehensive financial plan. Launched by financial professionals globally, this initiative aims to encourage individuals to pay closer attention to their financial health, [...]
September 2026
What 7% Mortgages Mean for Housing and the Economy
The housing market is important both on a personal level as well as for the broader economy and financial system. For many households, owning a home is an accomplishment that requires years of planning and saving, representing their largest asset, most significant monthly [...]
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 [...]
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.
