Blooming Tree Wealth Management

07/09/2026

Ryan O'Connell will host the BTWM Q3 on August 13th at noon.

Please join Ryan to discuss the current state of the market, where we're headed, and have your questions answered.

To join, click here on 8/13. No RSVP is needed: https://www.gotomeet.me/RyanOConnell-BTWM

07/08/2026

Here's our full recap of the Q2 BTWM Virtual Lunch Webinar, including a recap of where we are in the market, what lies ahead, and information from our special guest on the call.

Read here: https://www.linkedin.com/pulse/keeping-your-glass-half-full-blooming-tree-q2-virtual-ryan-o-connell-vwlye/

05/21/2026

Join Ryan O'Connell and a special guest for the Blooming Tree Wealth Management Q2 Virtual Lunch Webinar today at noon. We will discuss the current market environment, review the past quarter, and answer questions live.

When: Thursday, May 21, at 12:00 p.m. (Central)

Where: https://www.gotomeet.me/RyanOConnell-BTWM

Dial-In Option: (669) 224-3413 | Access Code: 902-937-309

05/19/2026

Join Ryan O'Connell this Thursday at noon for the Q2 webinar!

We'll discuss the current state of the market, what we can expect over the next couple of months, and we'll be joined by a special guest.

For many of us, long-term care expenses will be the single greatest expense in retirement. It’s never too early to plan ahead for this potential need. To discuss a hybrid approach to Long Term Care Insurance, Brighthouse Financial Life and LTC Specialist Jeff Ogden will join Ryan.

To join, click here this Thursday at noon: https://www.gotomeet.me/RyanOConnell-BTWM

Read the full preview post here: https://www.linkedin.com/pulse/btwm-q2-webinar-preview-join-us-thursday-may-21-noon-ryan-o-connell-mb0xe

As of 5/11, the S&P 500 has crossed over 7,400! Things are great, or are they? While the S&P 500 and Nasdaq recently finished off their sixth consecutive week in the green and there’s been an AI-focused earnings rally, there is a lot of uncertainty surrounding the very near future of our economy a...

05/19/2026

It was an incredible, impactful event!

05/05/2026

A key highlight of a recent BTWM Virtual Webinar was special guest Ben Cohen of CNL, who offered a valuable perspective on private equity—and one simple phrase that stuck with attendees:

You don’t wash a rental car.

At first glance, it’s a throwaway line. But in investing, it carries real weight.

Read more here: https://www.linkedin.com/pulse/you-dont-wash-rentals-why-ownership-matters-ryan-o-connell-ceg7c/

04/28/2026

Great food and company, and an even greater cause.

Members of the BTWM team were joined by hundreds of friends at the 2026 CHCC Commitment to Health Luncheon. The luncheon and related fundraising efforts helped the CHCC surpass its $75,000 goal!

04/23/2026

The Community Health Care Clinic 2026 Commitment to Health Luncheon this Friday is sold out!

Thank you to everyone who will attend and has supported this impactful event. Members of the BTWM team hope to see you there!

Can't attend but still want to support? Click white Donate button. Please join us as we gather together to support the important work of those who provide primary health care and dental services to the medically underserved in McLean County.

04/10/2026

Only a few tickets remain for this month's Community Health Care Clinic Commitment to Health Luncheon.

Members of the Blooming Tree team will be attending one of the most impactful local nonprofit events of the year.

Learn more here, and we hope to see you there: https://chcchealth.networkforgood.com/events/97910-2026-commitment-to-health-luncheon?hid=Mzg2MTYwMjY=&utm_campaign=dms_email_blast_4585792

04/08/2026

Bloomington's own Brandon Holtz is competing in his first Masters in Augusta.

At 39, Brandon never gave up on his dreams of playing on the world's biggest stage in the sport he loves. After attending the tournament for over two decades with his father and brother, his father will walk the course with him as his caddy.

We're rooting for you, Brandon!

You can track Brandon's progress through the weekend here: https://www.masters.com/en_US/players/player_70147.html

The most interesting man in the Masters field is a 39-year-old real estate agent who used to visit Augusta National every year as a patron.