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About Kevin O'Reilly, CFP®

Kevin O'Reilly, CFP®, is a financial advisor who specializes in working with parents of twins and triplets. Have a financial question? Ask Kevin!
Author Archive | Kevin O'Reilly, CFP®

Bond Bubbles and Dividend-Paying Stocks

By on March 15, 2012 in Dividends, Investing

Several months ago Jeremy Siegel and Jeremy Schwartz wrote an Op-Ed piece in the Wall Street Journal that stated (not for the first time) their feelings that Treasury bonds are in a bubble, and they suggested that dividend-paying stocks are the answer to a Treasury bond market that they feel is dangerous.  I heard from a number of […]

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Kevin O'Reilly in NAPFA Advisor Magazine

Kevin O’Reilly quoted in NAPFA Advisor Magazine – Understanding Health Savings Accounts

By on March 12, 2012 in Insurance & Risk Management, Investing

The November, 2011 issue of NAPFA Advisor magazine features a very informative piece titled Understanding Health Savings Accounts. I was honored to be a featured source for the article, as NAPFA Advisor is the official magazine of the National Association of Personal Financial Advisors, and is highly regarded in the world of fee-only financial advice.

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staythecourse

Staying The Course

By on March 10, 2012 in Investing, Retirement Planning

In the paper “The impact of staying invested during market turmoil“, Russell Investments presents some data demonstrating the consequences of several different courses of action during the 2008 financial downturn, through the end of 2010. The data shows what would have happened if a hypothetical investor had a $100,000 portfolio, and had invested 60% of […]

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My Family

Quoted in Reuters: How parents of multiples tackle financial challenges

By on March 2, 2012 in College Planning, Investing, Spending

My family was recently featured on Reuters Money regarding the financial challenges faced by parents of triplets/multiples. Aside from the nervousness of laying ourselves bare for the world, it caused me to reflect on that period of our lives, and review some of what we did right and wrong. Certainly, there are some unique and often surprising financial […]

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triplet scholarships

College scholarships for twins and triplets

By on February 29, 2012 in College Planning

As we approach the time of year during which high school seniors finalize their college plans, I thought I’d offer a post detailing some scholarships that are either exclusive to or particularly valuable for twins and triplets.  Paying for college is a burden known to most parents, but it’s particularly taxing to those who have […]

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What is an ETF?

What is an ETF and why should you care?

By on February 27, 2012 in Investing

An exchange-traded fund, or ETF, is an investment that trades on a formal exchange, like a stock. Unlike a stock, a share represents an undivided interest in a pool that invests in multiple assets. For instance, the first ETF in the US was created to fully replicate the S&P 500.  As such, it theoretically invested in the […]

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Triplets and college admission

Will my triplet siblings prevent me from getting into Harvard?

By on February 26, 2012 in College Planning

Brother, Can You Spare Me an Admission Slot? I found an interesting article in the NY Times from a couple of years ago on the admission prospects for twins and triplets when they apply for the same college. The basic question the article seeks to resolve is “does the college candidacy of one sibling of the same class negatively […]

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Live like a millionaire

The Timelessness of The Millionaire Next Door

By on February 26, 2012 in Investing, Spending

I resisted reading The Millionaire Next Door for a long time, because the title led me to the assumption that it was a get-rich-quick tome.  I was very wrong about that, and I was disappointed that I waited so long.  I’ve now read the book several times.  Far from being a book in the genre of Rich Dad, […]

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