The O’Neill Library
Terry & Friends
Over four decades of industry leadership“Creating Financial Partnerships…Through the Fusion of Knowledge, Products, and Service,” Leadership Magazine
Business Planning
8 Basic Steps to a Buy-Sell Agreement
Diagrams of Cross Purchase
Diagrams of Stock RedemptionSelling Your Business in the 21st Century
Narrative
Understanding the EconomicsUncommon Knowledge About Retirement Plans
Page 1, Pages 2 - 4Mid-size Companies Compete for Human Capital With Non-Qualified Plans
Corporate Fringe Benefits Timetable
Individual Planning
Diversification: The Single Most Misunderstood Concept
Risk Reduction vs. Surety of OutcomeTopics in Behavioral Investing: Why Bad Decisions Happen to Good People
Newsletters
Caveat /Disclaimer: Although published decades ago, these economic and financial newsletters contain timeless concepts and theories. While legislation and tax laws change periodically, any final determination should be reviewed by your tax and legal council. In 2017 Mr. O’Neill retired, monetized The O’Neill Company, and has no affiliation. While in retirement Mr. O’Neill has limited his endeavors to consulting and mentoring with a focus on an eternal significance. One can view his full bio here.Beyond Strategy (for Adults)
Spring, Winter, Vol. II, Issue I, Vol. II, Issue II, Vol. II, Issue III,
Vol. II, Issue IVKids’ Money…Smart Money (for Kids)
Spring, Winter, Vol. II, Issue I, Vol. II, Issue II, Vol. II, Issue III,
Vol. II, Issue IV
The Life Insurance Kit: The Truth About Life Insurance (12 chapters)