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Ohnward Wealth and Retirement
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Market Commentary – May 13th, 2024

Broad equity markets finished higher for the week, which was relatively light in terms of economic releases.   The S&P 500 was up for the week gaining 1.85% The Dow Jones Industrial Average was up at 2.16% The Nasdaq Composite finished higher by 1.14% The...

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Market Commentary – May 6th, 2024

Last week, markets finished up again for the second week despite negative news on the inflation and economic demand.   The S&P 500 was up 0.55% The Dow Jones Industrial Average increased by 1.14% The tech-heavy Nasdaq Composite led broad equity markets...

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Market Commentary – April, 29th 2024

Last week, Q1 gross domestic product (GDP) and personal consumption expenditures (PCE) numbers were center stage as markets finished up after a volatile week: The S&P 500 was up 2.67% The Dow Jones Industrial Average was positive by 0.67% The tech-heavy Nasdaq...

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May 1, 2023 “Women in Bereavement Luncheon”

Download our flyer here. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor....

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“You Wouldn’t Be Human If You Didn’t Fear Loss”

March 7, 2022 Greetings Investor! I often hear folks say, “I’m Losing Money” when the stock market goes down. A friendly reminder:  you only lose money if you cash out or move to a more conservative holding during a market correction.   Your number of SHARES is...

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Tax Free is KING!

(January 2022) Paying tax on pennies now to have tax free DOLLARS in retirement…. Make the sacrifice it’s worth it. I’m looking at 2021 S&P 500 return at 28.68% and thinking about the year-end statement folks will open this month.  Did your account grow more...

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“F.I.R.E. – Financial Independence Retire Early”

(July 2021)  -Kerry Schepers, ChFC     -Amber Knickrehm Financial Advisor  -Ohnward Interns:  Ethan Orr and Nicholas Ehlinger   There is a new wave of thinking…and our young people, age 30 and younger, are driving it.  They post how they want to live the life...

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