by Stephen P. O'Donnell Sr. | Nov 8, 2021 | Uncategorized
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...
by Stephen P. O'Donnell Sr. | Sep 1, 2021 | Uncategorized
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...
by Stephen P. O'Donnell Sr. | Jan 6, 2020 | Uncategorized
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....
by Stephen P. O'Donnell Sr. | Sep 10, 2019 | Uncategorized
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...
by Stephen P. O'Donnell Sr. | Aug 7, 2019 | Uncategorized
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...
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