October 4, 2018

Biased & Unbiased ..., Evidence Based Investing

2018

October 4, 2018

Biased & Unbiased ..., Evidence Based Investing

Nothing earth-shattering in the last quarter. The bright spot was the S&P500, up 7.7%, as large growth stocks in USA led this quarter. Large growth USA stocks were up 9%.

john@oreillywa.com

September 26, 2018

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

A Great Planning Strategy That Bridges into Retirement!

john@oreillywa.com

September 26, 2018

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

HSAs are powerful accounts - maybe even more powerful than ROTH IRAs. Take advantage as a very smart current AND retirement planning strategy!

john@oreillywa.com

September 23, 2018

401(k)

Nov. 13 2018 Lunch and Learn Info and online RSVP

john@oreillywa.com

September 23, 2018

401(k)

We look forward to seeing you at the November 13 Lunch & Learn at Vista Chamber. Open to RSVP online and open a PDF with more details.

john@oreillywa.com

September 21, 2018

401(k), Evidence Based Investing

Happiness Equation

john@oreillywa.com

September 21, 2018

401(k), Evidence Based Investing

Happiness is investment returns greater than the overall market returns! Three words - Evidence Based Investing.

john@oreillywa.com

September 12, 2018

401(k), Biased & Unbiased ..., Evidence Based Investing

Mutual Fund Landscape

john@oreillywa.com

September 12, 2018

401(k), Biased & Unbiased ..., Evidence Based Investing

Great new 2 1/2 minute video on the mutual fund landscape, open blog to see it.

john@oreillywa.com

August 9, 2018

401(k), Biased & Unbiased ..., Evidence Based Investing, Financial Planning, Media Influences

Press Reports "Fiduciary Fatigue" - Our Take on the Politics of "Fiduciary"

john@oreillywa.com

August 9, 2018

401(k), Biased & Unbiased ..., Evidence Based Investing, Financial Planning, Media Influences

Press Reports Fiduciary Fatigue.

john@oreillywa.com

July 22, 2018

401(k), Biased & Unbiased ...

CalSavers soon Mandatory for Small Biz - Learn How to Avoid

john@oreillywa.com

July 22, 2018

401(k), Biased & Unbiased ...

CalSavers is forcing all businesses with 5 or more employees to either get a company retirement plan in place, or send their employees to a state-designed, state-run inflexible retirement plan. Learn more and how to avoid!

john@oreillywa.com

July 21, 2018

401(k)

Chances are We'll Find a New Equation

john@oreillywa.com

July 21, 2018

401(k)

To reduce 401k costs, you must understand the cost equation. Once you understand it, you can change it. That's exactly what we have done to revolutionize the small to medium size 401k plan market!

john@oreillywa.com

July 7, 2018

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

Market Results End Q2, 2018

john@oreillywa.com

July 7, 2018

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

Overall, in Q2, a diversified portfolio was slightly up with mixed results globally. For the first half of the year, slightly down.

john@oreillywa.com

June 14, 2018

Estate Planning, Evidence Based Investing, Financial Planning, Media Influences

CALIF Rent Control Initiative - Politics, Economics, Financial Planning and Investing Intersect! Very bad for the state - EVERY ONE

john@oreillywa.com

June 14, 2018

Estate Planning, Evidence Based Investing, Financial Planning, Media Influences

So what's wrong with rent control? Many studies by Economic Academics have proven that rent control is a very bad idea! The list of unintended consequences is about a mile long!

john@oreillywa.com

May 30, 2018

Media Influences, Seniors Law & Protection

Law Protects Seniors with New Approach

john@oreillywa.com

May 30, 2018

Media Influences, Seniors Law & Protection

Financial service providers will now be encouraged to report suspected financial abuse through the promise of immunity, thanks to a new federal law. Congress decides to try a carrot instead of a stick.

john@oreillywa.com

May 22, 2018

401(k), Biased & Unbiased ..., Evidence Based Investing, Financial Planning, Newsletter

HSAs! Great tool for financial success! We're pleased to offer HSAs!

john@oreillywa.com

May 22, 2018

401(k), Biased & Unbiased ..., Evidence Based Investing, Financial Planning, Newsletter

We are very excited to be offering HSA (health savings account) to individuals, families and groups. HSA’s are a very powerful financial tool for individuals and families in today’s financial climate! However, many have not discovered and understood this great tool!

john@oreillywa.com

May 22, 2018

Uncategorized

important links & soc media

john@oreillywa.com

May 22, 2018

Uncategorized

Web site home page hereJoin us on soc media: LinkedIn Facebook Twitter YouTubeChannel

john@oreillywa.com

May 15, 2018

401(k), Financial Planning

Recent 401(k) Social Media Posts May 2018

john@oreillywa.com

May 15, 2018

401(k), Financial Planning

Enjoy all of our social media postings in one place for those of you not following us on LinkedIn, Facebook or Twitter.

john@oreillywa.com

April 10, 2018

401(k)

What’s a Fiscally Prudent 401k Plan?

john@oreillywa.com

April 10, 2018

401(k)

Let us introduce the reader to the fiscally conservative 401k strategy for small and medium sized plans. The Fiscally Prudent 401(k) Plan is a “shining beacon” in the small and medium size plan market (<$50M).

Quarterly Market Review Report & O'Reilly Model Portfolio Results as of 9/30/2018

A Great Planning Strategy That Bridges into Retirement!

Nov. 13 2018 Lunch and Learn Info and online RSVP

Happiness Equation

Mutual Fund Landscape

Press Reports "Fiduciary Fatigue" - Our Take on the Politics of "Fiduciary"

CalSavers soon Mandatory for Small Biz - Learn How to Avoid

Chances are We'll Find a New Equation

Market Results End Q2, 2018

CALIF Rent Control Initiative - Politics, Economics, Financial Planning and Investing Intersect! Very bad for the state - EVERY ONE

Law Protects Seniors with New Approach

important links & soc media

Recent 401(k) Social Media Posts May 2018

What’s a Fiscally Prudent 401k Plan?

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