OUR BLOG
October 2019
S&P 500 Nearly Makes History Weekly Update – October 28th, 2019
The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly gain of the three major [...]
4 Things to Understand About Taxes in Retirement
There are probably a few surprises in store for you in retirement, but your tax burden shouldn’t be one of them. Even if you don’t receive a paycheck anymore, it doesn’t mean you can’t have a plan to help minimize taxes in retirement. [...]
8 Ways to Use Your Phone on Vacation
Do you plan on taking a vacation in retirement? If you do, there are many ways you can optimize your experience by using your phone. Your phone can be pretty much whatever you want it to be on vacation – a note pad, [...]
Update: Nasdaq Composite, S&P 500 Rise Weekly update – October 21st, 2019
The Week on Wall Street Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips took a small weekly loss. [...]
Will You Retire in an Uncertain World?
With a trade war heating up, talk of impeachment, and turmoil in the middle east, the markets have experienced ups and downs. There are many voices out there telling us different things. Some say to sell and save yourself from the worst, others [...]
Benefits of Pets
Once people retire and become empty nesters, they often enjoy their freedom to travel, make their own schedule, and have some time to themselves. But after a while, they might experience a lack of social connections and a loss of purpose that a [...]
Trade Winds Move the Market Weekly update – October 14th, 2019
The Week on Wall Street Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the Standard & Poor’s 500 rose 0.62%. The [...]
Reviewing Your Healthcare Needs in Retirement
Your healthcare needs can change in retirement, as can the way you pay for them. At 65, most Medicare beneficiaries must start navigating a new system. If you are or will be a Medicare beneficiary, one important date that should make it onto [...]
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.