Articles
We work to help our clients understand and navigate the complex world of finance. Many of these articles were first published in Cody Living Magazine and will give you a better idea of how we think outside the box.
Year End Market Update: Looking Forward
On behalf of the entire team at O’Donnell Wealth Management, we would like to wish our many clients throughout the country, and all Cody Living readers, a very Merry Christmas and a prosperous and Happy New year. Thank you for your trust, confidence, and loyalty. It...
Market Update: From Two Weeks to Forever
Remember the government mantra from February 2020, “Two weeks to flatten the curve”? Well, here we are, a year and half later and 8.69 trillion dollars of federal spending, tax cuts, loans, grants, and subsidies committed or disbursed. (1.) As government spending...
And a Black Swan Appears on the Horizon
By Stephen P. O’Donnell Sr., President & CEO, O’Donnell Wealth Management In the investment world, the term black swan is often used to describe an unpredictable or unforeseen event, typically one with extreme consequences. Former Wall Street options trader Nassim...
Mutual Funds – Knowledge is Power
The mutual fund business is a massive business. At the end of the year 2016, there were 16.3 trillion dollars in US mutual funds. Retail investors (i.e., households) held the vast majority (89 percent) of the $16.3 trillion in US mutual fund assets. Although mutual...
Investment Philosophies and Processes
There are many different philosophies and processes used by professional money managers to construct and manage investment portfolios. One approach is to look at the big picture, such as the state of the economy, not just domestic, but international as well. This is...
Growth and Income Investing
Growth and Income style investing, as the name implies, is a combination of the two strategies of investing, both growth and income. While growth investing focuses on the growth of capital, Income investing focuses on producing current income for the investor. Growth...