“Rethinking Conventional Wisdom on Saving for Retirement and School.” July 6, 2017. Wall Street Journal.

“Voices: Harvesting Losses to Offset Taxes on a Business Sale.” June 14, 2016. Wall Street Journal.

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“Leading Financial Pros.” May 17, 2015. Forbes.

“Delaying RMDs for a Business-Owning Client.” May 19, 2015. Wall Street Journal.

Success in Wealth

An interview with Karen Kahn

Ryan O'Donnell Founder of The O'Donnell Group is interviewed by Karen Kahn discussing the state of the affluent

PUBLICATIONS

Thinking Slow When Life’s Changing Fast

If you’re going through a transition in your life chances are your money is in transition as well. This short book is designed to help you navigate life transitions when wisdom can be hard to come by.

The Obvious Solution Custom-designed Financial Peace of Mind

Are you one of the 78% of people not satisfied with your financial advisor but don’t know why? The Obvious Solution walks you through why that is and explains our process of delivering Wealth Management.

Avoid the Noise Five Key Concepts for Financial Success

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.

Financial Well-Being: A Rx for Physicians

Successful physicians and their families can benefit tremendously from working with a true wealth manager, who can provide not just personalized investment and advice.