OUR BLOG
May 2019
3 Things to Keep in Mind When Estate Planning
Estate planning is an important part of retirement planning for many reasons: You’ve worked hard for your money and want to see your children and grandchildren benefit. And, you want to see it passed down in the most efficient way possible. Unfortunately, costly [...]
Special Update: Major Indices Have a Mixed Week – Weekly Update – May 6th, 2019
The Week on Wall Street Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose 0.20% for the week; the Nasdaq Composite, 0.22%. The Dow Jones Industrial Average declined [...]
A Change to Social Security
Social Security may be in jeopardy: The latest projection from the trustees of Social Security and Medicare shows that the program won’t be able to pay out full benefits by 2035 if Congress makes no changes. The program is already running low on [...]
April 2019
The Power of Nostalgia
You might think that the more recent an event, the easier it would be to remember it. And you might think that things that happened to you a long time ago would be harder to recall, but the human brain and memory are [...]
Special Update: S&P 500 Reaches a New Peak – Weekly Update – April 29th, 2019
The Week on Wall Street A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and the Dow Jones Industrial Average gained 0.56%. The MSCI [...]
Aging in Place
Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not built to accommodate the needs of older people. If you want to remain in your house during your golden years, [...]
Estate Planning for Your Loved Ones
An estate plan is like a car; it requires regular maintenance, and may need parts replaced as it ages. Some experts recommend reviewing your estate plan every three years, or after a major life event. You may need to update your estate plan [...]
Special Update: A Mild Week for the Market Weekly update – April 22nd, 2019
The Week on Wall Street A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and the Dow Jones Industrial Average gained 0.56%. The MSCI [...]
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.