Financial Planning
John O'Reilly
Re-Discovering the 'Discovery Meeting'

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

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Magnificent 7 Outperformance May Not Continue

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This is a cautionary tale for investors expecting continued outperformance from the Magnificent 7. In fact, rather than seeking additional exposure to these mega cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future.

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Cash or bonds? Which one is right for you?

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When you’re deciding between cash and bonds, it’s important to weigh the risks of each. Generally, short-term instruments such as a money market are appropriate for short-term needs such as a rainy-day fund while longer-term goals like retirement call for bonds with longer terms to maturity.

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You Know More about Investing than You Think You Do

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No matter how familiar we are with investing, we’ve all navigated uncertainty, weighed risks and rewards, and made carefully considered tradeoff decisions. Just by being human, we’ve been compelled to tackle the central challenges of life—which also happen to be the central challenges of investing.

Why the Growth of ETFs Does Not Spell the End of Price Efficiency

We believe that concerns of decreasing price efficiency due to the growth of ETF investing are overstated. The ratio of trading volume to net flows has remained markedly greater than one, at 78 on average over the period and reaching a peak of about 172 in 2011. In other words, for every $1 flowing into ETFs there has averaged $78 in trading.

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