Articles & Books

National Media (Wall Street Journal & Forbes)

Wall Street Journal

The O’Donnell Group is interviewed by the Wall Street Journal about there Wealth Planning techniques which have been used to save client’s $100’s of thousands of dollars.  Please email us to request a free copy of the article if you do not have a paid subscription to WSJ

Forbes

The O’Donnell Group considered by Forbes as a “Leading Financial Pro” were interviewed about their feelings toward toward the markets and the financial industry in general by relating that to a book that was influential in their beliefs.

Other Articles

Third Quarter Review – Q3 2014

Second Quarter Review  – Q2 2014

First Quarter Review – Q1 2014

A Better Way to Invest

From Benefit to Burden

Informed Investor

Journalism to Churnalism

Retirement Planning for Surgeons

The Devil Wears Nada

The Stock Bond Decision

Transitions – Divorce

Transitions – Inheritance

Books

Obvious-Solution-sm
The Obvious Solution
How to effectively address the 5 main concerns of the affluent and provide “custom designed financial peace of mind”.     Get Your eBook Now!

Avoid The Noise
Do you know what you should be expecting from a true wealth manager? Download our resource guide to learn more about the first element of wealth management—investment consulting.   Get Your Free eBook Now!