Skip to content
O'Connor Wealth Group Raymond James LogoO'Connor Wealth Group Raymond James Logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Sheridan O'Connor
    • Sarah Richardson
    • What Makes Us Different
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
  • Our Difference
    • Our Difference
    • Our Process
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • O'Connor Wealth Group
    2828 Pickett Rd Suite 100 Durham, North Carolina 27705 O: 919.447.1000 F: 984.222.7714
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
    • Video
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
Family & Lifestyle
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put of...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle

what can we do for you?

Say hello
O'Connor Wealth Group Raymond James LogoO'Connor Wealth Group Raymond James Logo
  • O'Connor Wealth Group: 2828 Pickett Rd Suite 100 Durham, North Carolina 27705
  • O: 919.447.1000
  • F: 984.222.7714
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. O'Connor Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

©2023 Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use