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September 29, 2020
Financial Planning
John O'Reilly
Highlighted Blog Post: Re-Discovering the ...

Let’s examine the O’Reilly Wealth Advisors “Discovery Meeting” and YES it works virtually.

John O'Reilly
December 12, 2021
Evidence Based Investing

Government Debt and Stock Returns

John O'Reilly
December 12, 2021
Evidence Based Investing

The data shows little evidence that debt levels are useful for predicting equity market performance.

John O'Reilly
December 11, 2021
Evidence Based Investing, Financial Planning, 401(k), Biased & Unbiased ...

Why a Stock Peak Isn’t a Cliff

John O'Reilly
December 11, 2021
Evidence Based Investing, Financial Planning, 401(k), Biased & Unbiased ...

Reaching a new high doesn’t mean the market will retreat. Stocks are priced to deliver a positive expected return for investors, so reaching record highs regularly is the outcome one would expect.

John O'Reilly
November 23, 2021
Financial Planning, Evidence Based Investing, Biased & Unbiased ..., 401(k)

The Noise in Short-Term Performance

John O'Reilly
November 23, 2021
Financial Planning, Evidence Based Investing, Biased & Unbiased ..., 401(k)

Noise in returns limits the usefulness of short-term performance in manager evaluation. By short term, we mean any data of less than 20 years.

John O'Reilly
October 8, 2021
Biased & Unbiased ..., Evidence Based Investing, Financial Planning

Q3 2021 Market Commentary & Performance Report

John O'Reilly
October 8, 2021
Biased & Unbiased ..., Evidence Based Investing, Financial Planning

Global markets, in the last 12 months, performed strongly with our model portfolios made up of 40%-100% global stock up from 13% to 34% and a slight cooling in Q3.

John O'Reilly
August 20, 2021

Quick Guide to Navigating the June 30 2022 CA Retirement Plan Deadline for Companies with 5-49 Employees

John O'Reilly
August 20, 2021

More than 200,000 California companies are about to swamp the system that cannot hire enough people as it is. Better get it done now and avoid the chaos of the first half of 2022!

John O'Reilly
August 10, 2021
Biased & Unbiased ..., Evidence Based Investing

Investing When Inflation Is a Mystery

John O'Reilly
August 10, 2021
Biased & Unbiased ..., Evidence Based Investing

The past three decades have been a period of relatively moderate inflation in the United States with the annual increase in the consumer price index averaging around 2.3%. Yet the impact of even this amount of inflation has been to reduce the purchasing power of an uninvested dollar by around half.

John O'Reilly
August 3, 2021
Evidence Based Investing, Financial Planning, Biased & Unbiased ...

The 50-Year Battle for a Better Way to Invest

John O'Reilly
August 3, 2021
Evidence Based Investing, Financial Planning, Biased & Unbiased ...

Amazing story that has helped millions successfully grow wealth.

John O'Reilly
August 3, 2021
Biased & Unbiased ..., Evidence Based Investing, Media Influences

‘Everything Screams Inflation.’ How to Interpret the Headlines.

John O'Reilly
August 3, 2021
Biased & Unbiased ..., Evidence Based Investing, Media Influences

A look at headlines from the past 50 years shows the difficulty of timing markets around inflation expectations. Investors may be better served sticking to a long-term plan.

John O'Reilly
July 20, 2021
Evidence Based Investing, Financial Planning, 401(k)

Are Concerns About Inflation Inflated?

John O'Reilly
July 20, 2021
Evidence Based Investing, Financial Planning, 401(k)

Inflation is handled with a stock portfolio and for those with concern about the volatility of stocks, inflation hedges like TIPS (treasury inflation protected securities) are smart. (This is what we do.) As always an ongoing long term and short term rebalancing strategy is additive.

John O'Reilly
July 11, 2021
Biased & Unbiased ..., Evidence Based Investing

Forecasting or Guessing

John O'Reilly
July 11, 2021
Biased & Unbiased ..., Evidence Based Investing

The result 47% accuracy - slightly worse than the flip of the coin. Another study 48%. No skills can be found.

John O'Reilly
July 11, 2021
Evidence Based Investing, Biased & Unbiased ..., 401(k)

The Cost of Trying To Time the Market

John O'Reilly
July 11, 2021
Evidence Based Investing, Biased & Unbiased ..., 401(k)

The Cost of Trying To Time the Market

John O'Reilly
July 6, 2021
Financial Planning, Evidence Based Investing, 401(k)

Commentary Q2 2021

John O'Reilly
July 6, 2021
Financial Planning, Evidence Based Investing, 401(k)

We’re continuing to ride the “Pandemic Recovery” market. Q2 2021 market results were stellar.

John O'Reilly
June 29, 2021
Evidence Based Investing

Out of Bounds: Style Drift in the Russell 2000 Value Index

John O'Reilly
June 29, 2021
Evidence Based Investing

Indexes are helpful but a challenge is that they often drift quickly and in a short time no longer represent their target asset class. We like the author’s analogy of a lawn that has not mowed in a long time.

John O'Reilly
May 23, 2021
Evidence Based Investing

Why Investors Might Think Twice About Chasing the Biggest Stocks

John O'Reilly
May 23, 2021
Evidence Based Investing

As companies grow into some of the largest firms, the returns that push them there can be impressive. But not long after joining the Top 10 biggest by market cap, these stocks, on average, lagged the market.

Source: Dimensional Fund Advisors

John O'Reilly
April 13, 2021
Evidence Based Investing

GameStop - Value of Flexibility

John O'Reilly
April 13, 2021
Evidence Based Investing

Exceptional strategy on an academic foundation, implemented with flexibility leads to good outcome with GameStop.

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