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O'Hare Wealth Management | Mequon, WI

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What items should I be reviewing for the remainder of 2026?

What items should I be reviewing for the remainder of 2026?
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Is the new round of tariffs different?

Is the new round of tariffs different?
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How do I open & fund a Trump account?

How do I open and fund a Trump account?
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Portfolio changes with expected rate increase?

With the Fed expected? to raise rates, how are you going to change the positioning of your portfolio for that eventuality??
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(Part II) Quarterly Chart Party - July 2026

Part II: The Economy & Strength of Earnings
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(Part I) Quarterly Chart Party - July 2026

Part I: The Iranian War
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Why do we use Structured Notes in your portfolio?

Why do we use Structured Notes in your portfolio?
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06/22/2026 Weekly Update

What are we going to do if interest rates rise?
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06/09/2026 Weekly Update

Given the market seems to be hitting all-time highs AND the bond market isn’t giving us the returns we want, where else are you looking for consistent returns?
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06/03/2026 Weekly Update

How do you explain why consumer sentiment is as bad as it is despite many other positive economic indicators? How might those negative opinions impact the economy in the coming months if they continue?
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05/20/2026 Weekly Update

I read that Private Credit is very risky and could cause another market decline like the mortgage crisis in 2009. What do you think?
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05/13/2026 Weekly Update

What is the difference between risk tolerance and risk capacity?
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05/06/2026 Weekly Update

What is a Roth conversion and when is this strategy useful?
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04/28/2026 Weekly Update

With consumer sentiment so low, why is the market still going so strong?
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04/22/2026 Weekly Update

What is our current outlook?
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April 2026 Quarterly Chart Party

Our quarterly update discussing the markets and economy in a broader context, cutting through "the noise" of the headlines.
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03/31/2026 Weekly Update

What are Trump accounts?
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03/24/2026 Weekly Update

What changes should we be considering for our portfolio allocations and strategy?
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03/17/2026 Weekly Update

What major factors are you looking at as a result of the war in Iran?
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2026 Market Outlook

O'Hare Wealth Management presents an in-depth review of where we are, how we got here, and what we expect to see in 2026 and beyond.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck