OUR BLOG
January 2020
The Importance of Good Record Keeping
The right record-keeping system can help manage your tax obligations and may save you both time and money. The information in this material is not intended as tax or legal advice but it may be helpful to consider. Here are some helpful tips [...]
New Year, New Law Pt. 2: Time to Review Your Estate Plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest piece of retirement legislation to be passed in years. It will undoubtedly have a major effect on how many Americans approach retirement planning, and particularly estate planning. We’re covering these [...]
Further Gains for Stocks – Weekly Update – January 13th, 2020
The Week on Wall Street The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the new year. During [...]
3 Things to Remember When Making a New Year’s Resolution
Everyone makes them, and few keep them. New Year’s resolutions can be a great way to trade in bad habits for good ones but can also feel more like a burden than a blessing. Some people take on too grand a goal to [...]
Concerns About Oil – Weekly Update – January 6th, 2020
The Week on Wall Street Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran’s top military officer. Oil prices rose more than 3% following the breaking news.[i] Wall Street benchmarks ended up having a sideways [...]
New Year, New Law: What’s in the Secure Act?
Donald Trump ended 2019 by signing a 2020 spending bill that includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It’s the biggest piece of retirement legislation to be passed in years and it will undoubtedly have a major effect on [...]
December 2019
The Year in Review – Weekly Update – December 30th, 2019
What Drove the Markets? Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The S&P 500 climbed above 3,000 for [...]
Will You Retire in 2020?
Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your future. Will 2020 be your retirement year? For some, retirement comes at a milestone. Maybe it’s 35 years on the [...]
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.