Kevin O’Gara - Financial Advisor

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Kevin O’Gara - Financial Advisor, Financial service, 13085 N Hamilton Crossing Boulevard Suite 150, Carmel, IN.

Shifting Sands: Investors Move From Big Tech Amid Rate Cut Speculation 07/23/2024

Investors move away from big tech as speculation about a potential rate cut grows. Find out why in this week’s Market Commentary.

Shifting Sands: Investors Move From Big Tech Amid Rate Cut Speculation As the economy shows signs of slowing, investors move from big tech to other sectors. We explore whether a rate cut this fall could prevent a recession.

07/18/2024

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

Your Midyear Financial Checkup 07/17/2024

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

More Progress on the Inflation Front Has Investors Cheering 07/16/2024

Investors cheered more soft inflation data out last week. Chief Investment Officer Brent Schutte looks at why investors should focus on what’s driving the easing price pressures before popping the champagne.

More Progress on the Inflation Front Has Investors Cheering Soft inflation data gave investors reason to cheer. But are the markets overestimating the Fed’s willingness to cut rates?

Do the Markets Reflect a Widespread Suspension of Disbelief? 07/15/2024

Market performance for the second quarter may not be as strong as it appears. Here’s a timely analysis from our chief investment officer about the outsized impact a small number of businesses had on returns and where compelling opportunities still exist in a slowing economy.

Do the Markets Reflect a Widespread Suspension of Disbelief? In Northwestern Mutual’s Quarterly Market Commentary, we look at how some investors may be ignoring signs of a slowing economy.

Is a 401(k) a Retirement Plan? 07/12/2024

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

Is a 401(k) a Retirement Plan? A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

07/10/2024

You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024

Would a September Rate Cut Be Enough for the Economy? 07/09/2024

Last week brought more signs of a slowing economy and a slowdown in the pace of wage growth. Chief Investment Officer Brent Schutte looks at how that may play into the Fed’s decision-making and what it means for the economy.

Would a September Rate Cut Be Enough for the Economy? Investors are again betting on a rate cut in the fall. We take a closer look at whether that would be enough to avoid a recession..

Photos from Kevin O’Gara - Financial Advisor 's post 07/03/2024

Compare the pictures above to see if you can spot the financial blind spots, or the differences. It may be easy for you to do, but that's not always the case in real life. For those blind spots, I'm here to not only help you see them, but also help you fill in the financial gaps. http://spr.ly/61835QIF3

Inflation Reading Marks a Step in the Right Direction, but the Fed Likely Needs More 07/02/2024

The latest inflation figures show that price pressures are easing; unfortunately, so is the economy. Chief Investment Officer Brent Schutte looks at why the Fed may feel handcuffed in making meaningful rate cuts even as the economy slows.

Inflation Reading Marks a Step in the Right Direction, but the Fed Likely Needs More Inflation appears to be heading in the right direction, but is it moving fast enough? We take a closer look for answers.

Do You Have a Good Financial Plan? 07/01/2024

According to Northwestern Mutual’s 2024 Consumer Financial Blind Spots survey, 87 percent of Americans say they have blind spots in their financial plans. Take our self-assessment to find out what you may be missing. Then let’s find a better way to money, together.

Do You Have a Good Financial Plan? Take our online self-assessment to evaluate your financial plan. Find out if you have blind spots and uncover opportunities for a better way to money.

Latest Data Follows a Familiar Trend and Further Complicates the Fed’s Job 06/25/2024

Since the end of COVID, normally reliable indicators of the economy have seemingly missed the mark. Chief Investment Officer Brent Schutte looks at how the muddied picture may affect timing of rate cuts.

Latest Data Follows a Familiar Trend and Further Complicates the Fed’s Job Inconsistent and sometimes contradictory data is making the Fed’s job more difficult and may lead to rates staying higher for longer.

How Whole Life Insurance Can Help You With Multiple Financial Goals 06/24/2024

We get a lot of questions from folks who try to compare whole life insurance to other financial options. But it’s tough to make such a comparison because whole life insurance is truly unique. This piece does a great job explaining why.

How Whole Life Insurance Can Help You With Multiple Financial Goals There’s a lot more to whole life insurance than its death benefit.

06/20/2024

I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. http://spr.ly/61885KL6r

Markets Jump on Latest Inflation Readings 06/18/2024

Better than expected inflation data has investors once again expecting a soft landing. Chief Investment Officer Brent Schutte looks at why the path forward may not be as smooth as many think.

Markets Jump on Latest Inflation Readings The latest inflation data added fuel to an already surging market. In this week’s Market Commentary, we look at why investors may be wise to temper their enthusiasm.

Feel Better About Your Money—and Your Life 06/17/2024

Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general. Reach out to get started on yours.

Feel Better About Your Money—and Your Life Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general.

How Americans Feel About AI and Their Money 06/13/2024

Some folks are more accepting, others more cautious. See where you stack up—and how Northwestern Mutual is approaching AI.

How Americans Feel About AI and Their Money How comfortable are you when it comes to AI and your money? See how we’re thinking about AI at Northwestern Mutual.

Conflicting Jobs Data Creates Challenges for the Fed 06/11/2024

Your opinions about the strength of the job market may come down to which employment report you read. Chief Investment Officer Brent Schutte looks at the discrepancies between two leading reports and weighs in on how the disconnect in reports complicates the Fed’s decision on rates.

Conflicting Jobs Data Creates Challenges for the Fed Is the job market red hot or showing signs of cooling? Last week’s employment data suggests both. In this week’s Market Commentary, we look at why getting an accurate read on the employment picture may be a challenge for the Fed.

06/10/2024

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.

Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

06/05/2024

When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6182eFjLk

What Is a Trust? 06/05/2024

Learn more about this tool for securing your financial future—it’s not just for the rich.

What Is a Trust? A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.

Latest Inflation Data Fails to Deliver Ah-ha Moment 06/04/2024

The latest data shows the disinflationary process is progressing at a snail’s pace. Chief Investment Officer Brent Schutte looks at why the modest improvement in prices pressures is unlikely to satisfy the Federal Reserve.

Latest Inflation Data Fails to Deliver Ah-ha Moment The latest inflation data showed gradual improvement. We look at why the pace of disinflation is still a concern.

A Look at the Market’s Unyielding Belief in Immaculate Disinflation 05/30/2024

The latest economic data cast further doubt on the timing of potential rate cuts. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at why investors may be underestimating the chance of a bumpy road ahead for the economy.

A Look at the Market’s Unyielding Belief in Immaculate Disinflation Are investors overestimating the likelihood of a soft landing? We look at challenges that remain for the economy and Federal Reserve.

How Does a 401(k) Work When You Retire? 05/29/2024

You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?

How Does a 401(k) Work When You Retire? How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

05/28/2024

Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.

Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.

05/22/2024

Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6187dzn6l

Why the Pace of Disinflation Is So Important 05/21/2024

Higher interest rates appear to be taking a toll on the economy. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at whether the Fed can get inflation under control before the weak economy dips into a recession.

Why the Pace of Disinflation Is So Important With higher rates clearly impacting the economy, is inflation falling fast enough to allow the Fed to avoid a recession?

The Secret That Could Help Your Savings Go Further in Retirement 05/20/2024

Independent research finds that investments alone will only take you so far. I can help you build a plan to make your money work harder.

The Secret That Could Help Your Savings Go Further in Retirement Life insurance in a retirement plan? According to a recent analysis from professional services company EY, an integrated approach to long-term financial planning can produce a better outcome in retirement.

05/16/2024

Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.

How Main Street Sentiment Could be a Challenge for the Economy 05/14/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at why faltering consumer sentiment could pose another challenge to the economy.

How Main Street Sentiment Could be a Challenge for the Economy How does the latest tumble in consumer optimism fit into the economic picture? Get more in our Weekly Market Commentary.

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Videos (show all)

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partne...
You work hard, let me help your retirement savings work even harder.*Planning and Progress Study, 2024
I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money...
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning the...
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so ...
Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them w...
Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m comm...
Bumper Stickers
Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together...
Prediction Cards
Magic Eight Ball-Me.mp4
Planning & Progress Stat #1

Telephone

Address


13085 N Hamilton Crossing Boulevard Suite 150
Carmel, IN
46032

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Have a question about FERS Benefits? Ask them here to get the straight scoop.

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