Renee O'Connor, CRPC, CAIA

04/26/2023

Check out LPL Financial Research's Weekly Commentary on the market: “Draining the Lifeblood of the Economy".

04/25/2023

Getting enough sleep is one of the most important aspects of leading a healthy lifestyle. Here’s a technique that can help you fall asleep and reduce anxiety. Take care of yourself and remember that it’s ok to ask for help if needed.

It's OK to give yourself permission to forget. A lot of people struggle with getting enough sleep. According to medical professionals, at least a

04/24/2023

Working with a financial professional can take a holistic approach — such as setting long- and short-term goals or preparing for life stages — instead of merely helping clients to manage their own investments. Let’s meet to discuss a strategy to meet your objectives.

You can think of financial professionals as the glue that connects your financial life. They can do much more than simply help you as you manage your investments—they take a holistic view of your life, including not just your money but also your personal goals, and help you chart a course to the f...

04/20/2023

Make 2023 your year of achieving fitness goals! Focus on forming healthy habits instead of setting resolutions. Start small and set achievable goals. Make sure to take care of your mental health too - take breaks, get plenty of sleep, and do something that you enjoy every day. With consistency and dedication, you can reach your fitness goals this year! Read this article to learn more.

While many of us make new year resolutions with all the best intentions, recent research found that two-thirds of people abandon them within the first

04/19/2023

Check out LPL Financial Research's Weekly Commentary on the market: “A Closer Look at Commercial Real Estate".

04/13/2023

Withdrawals from tax-deferred savings are considered ordinary income. To help minimize the taxes you’ll owe once you begin to withdraw from tax-deferred accounts, consider asset location strategies. It’s a tax-smart way to manage taxes and potentially increase the amount you keep. Contact me for more information.

04/11/2023

Financial literacy is more important now than ever before. Learning how to spend, save and invest your money can help you reach your financial goals and provide financial security for the future. Take the time to educate yourself about financial matters and you'll be sure to reap the rewards! Contact me and I can help you elevate your financial well-being.

04/10/2023

Money is about much more than math. Working with a financial professional can help you identify who and what’s most important to you so you can set short- and long-term goals to achieve the plans you have for your life. Let’s connect to discuss your interests and priorities.

Financial professionals work with you every step of the way to help build not only a healthy financial profile for you, but a strong foundation to toward achieving the plans you have for your life.

04/06/2023

Financial literacy is a powerful tool for women to take control of their financial future. By understanding how to make the most of their money and resources, women can unlock greater economic opportunities and secure greater financial independence. Let's empower women with financial literacy and help them build a better future! Contact me and I can help you elevate your financial well-being.

04/05/2023

Check out LPL Financial Research's Weekly Commentary on the market: “Who is Right, Fed or Markets?"