Sean O'Neill, CFP®, CRPS®
Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
As the U.S. economy reopens, the value segment leads the equity market. We believe five factors will support value’s continued outperformance.
While the NCAA men’s basketball tournament is underway, it may also be a timely reminder about the cost of paying for your child’s education. There’s no better time to review college savings plans and make sure you’re on track to succeed.
The Fed confirmed that no matter how robust the outlook may be, policy will depend on realized results. Let the reign of a new policy framework begin.
While it will still be a long way back, the recovery is exceeding expectations. We look at where things stand for key regions as they reset growth.
As the U.S. economic recovery continues, we look at the market forces and Fed policies shaping long-term interest rates.
Fired by a fresh impetus to turn ambition into action, we’re seeing a turning point for this challenge, which should open up investment opportunities.
The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.
Research shows there’s been a marked shift towards investing sustainably, rather than a focus solely on returns at all cost.
Hal Higdon, running legend and guru, joins members of his family to give advice and tips for the novice or serious runner.
Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.
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