O’DONNELL FINANCIAL BLOG

O’Donnell Financial Group – Our Blog2025-01-14T17:13:12+00:00

OUR BLOG

May 2026

OPEC, Tariffs, and All-Time Highs: Macro Events and Long-Term Investing

May 13th, 2026|Blog, Market Update|

For much of the history of the stock market, investing was primarily about individual stocks and bonds. Over the past few decades, however, macroeconomic developments have increasingly influenced markets. Significant events, whether related to central bank policy, geopolitics, or global trade, now affect [...]

Monthly Market Update for April: New All-Time Highs Despite Market Uncertainty

May 6th, 2026|Blog, Market Update|

April's performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor concerns. Despite the continuing war in the Middle East, major market indices climbed to new all-time highs during the month. The S&P 500 gained 10.4% [...]

Legacy Planning: The ‘Ins and Outs’ of Directives and Designations

May 5th, 2026|Blog|

Legacy planning efficiently transfers a person’s estate and assets after death. This planning is more than just asset distribution. It greatly affects your family, society, and favored causes. Legacy planning uses directives and designations. These legal tools specify how assets should be managed. [...]

April 2026

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.

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