“The harder I practice, the luckier I get” – Gary Player | Thank you to San Diego Country Club for hosting Donnelly Wealth Advisors and a few of our wonderful golfers for a Short Game Lesson!
At the end of Q2 2017, the Federal Reserve (FED) continued to tighten monetary policy by increasing the overnight lending rate from 1% to 1.25%, the highest level since 2008. The FED believes the economy is strong enough to support this increase with solid job gains, a declining unemployment rate, an increase in household spending […]
The team at Donnelly Wealth Advisors enjoys learning and stretching our minds by reading a good book. Paperback, hardcopy, or Kindle, we enjoy them all and hope you do as well. Whether it is a novel, a technical review or discovering new ideas and concepts, reading is an activity we all enjoy. We are initiating […]
Bradley Owen, CFP®, RLP®, RMA® and Anne Wenger, JD, LLM (McLaughlin Legal) The adjustment to the loss of a loved one is hard enough without the inevitable workload of settling their affairs. Even if they don’t have much in the way of assets, the process takes time – typically up to a year or more. […]