The O’Reilly Polaniecki Group
"With our collective experience, our team is dedicated to providing intelligent guidance, and is capable of making suitable investment decisions in the best interests of our clients."
About The O’Reilly Polaniecki Group
Welcome
The O'Reilly Polaniecki Group creates and manages investment portfolio strategies for a wide range of investors. Our partnership has endured for over 30 years, and through numerous market cycles. With our collective experience, our team is dedicated to providing intelligent guidance, and is capable of making suitable investment decisions in the best interests of our clients.
We view ourselves as prudent and cautious stewards of our clients' wealth. Our goal is to manage client portfolios in a manner that allows them to enjoy their lives and pursue their careers. We have earned a reputation for service, and our clients trust our judgment and ability to execute a plan and follow-up appropriately. We are proud to have served many of our clients for decades.
Meet Our Team
Insights
Outlook
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
Retirement
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now
Outlook
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now
Business
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Wealth Planning
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Investing
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now
Outlook
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now
Wealth Planning
Financial considerations for multigenerational households
May 9, 2024Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Investing
Alternative Investments in 2024: Our suggestions on what to watch
May 8, 2024Five alternative investment strategies that can potentially help investors capture returns and meet financial goals.Read NowOutlook
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read NowRetirement
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowOutlook
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowBusiness
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWealth Planning
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowInvesting
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowOutlook
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowWealth Planning
Financial considerations for multigenerational households
May 9, 2024Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowInvesting
Alternative Investments in 2024: Our suggestions on what to watch
May 8, 2024Five alternative investment strategies that can potentially help investors capture returns and meet financial goals.Read Now
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