John J. Olohan

08/07/2026

I hope you and yours have a showtime weekend ahead. Let’s talk . . .
[email protected]
www.johnjolohan.com

08/06/2026

I seek to help my clients make positive memories for themselves and their loved ones. My clients are all multi-dimensional minds/hearts/souls/people and I put together investment portfolios that take into account each of my clients’ who/what/where/when/why and then I show them HOW.

Your life is not a spreadsheet, even though all your assets and liabilities can be listed on one. Imagine having a conversation with a financial advisor who understands YOUR spreadsheet of assets and liabilities AND ALSO asks and then LISTENS to YOU about what it is most important to you. LISTENING, not just hearing. Everything you share with me is what I call Confessional material. You and yours are so much more than a spreadsheet. Life happens and plans change along the way of life due to births, deaths, weddings, divorces, illness, accidents, new job, retirement, children growing up, relocation, etc..

Besides, I think I bring more positive energy to your phone call, face to face or virtual meeting, or email requests than your current people do. See for yourself and for those who are counting on you. Let’s talk . . .

[email protected]
www.johnjolohan.com

08/03/2026

I’m watching the Mighty Ducks right now with my hobbits. Anyone who has not watched this movie should do so. ’reWelcome

I’m making this post tonight because I am present with my family, who should already be in bed, but I’m thinking about you and yours because I want to compete against your financial advisor/consultant/firm/trust/the way it’s always been.

If what you have is solid, I will say so. If I think it can be improved upon, I will explain how. Let’s talk . . .

07/31/2026

As a financial advisor since I was 23 year old, I have used Thomas Aquinas’ famous scholastic maxim: rarely affirm, seldom deny, always distinguish. Rarely affirm--I don’t make claims without having strong reasons because truth can be easily mistaken. Seldom deny--I do not reject ideas without proper information because even within a flawed idea there might be a bit of truth. Always distinguish--looking closely at the all details, divide them out as well as I can and I do not treat situations as having to be either A or B.

I love competing for new clients/relationships and I do so by giving 2nd opinions on investment portfolios. It makes me feel so good seeing the look on people’s faces when I point out something they might never have thought of before.

I know my role--I work for my clients. My clients do not work for me. When we speak, maybe you will hear and feel what I am talking about with this post. In the meantime, I hope you and yours have a showtime weekend ahead. Let’s talk . . .

[email protected]
www.johnjolohan.com

07/24/2026

PUBLIC SERVICE ANNOUNCEMENT. ? Carpe diem. BTW, plenty of time before Labor Day weekend for me to give you a 2nd opinion on your investment portfolio. Let’s talk . . .

07/22/2026

I like whenever my CEO, Ron Kruszewski, is in front of the cameras because I want would be institutional clients and would be individual clients to think, John Olohan’s CEO is very impressive. I should give John a chance to compete for my business.

Further, I also want people to think of me when they think of their financial advisor/broker/consultant/firm/team--I wonder what John Olohan might recommend? This link from my webpage offers you a glimpse into the services I offer for my clients: https://www.johnjolohan.com/our-services.htm I think the last 8 of the 20 boxes might interest you personally; and for your company, endowment, non-profit, trust fund, capital campaign, etc..

Also, please have your children and grandchildren go to the 48 short financial literacy videos on my Stifel webpage, www.johnjolohan.com Click on the Financial Literacy tab. ’reWelcome 😊

I would like to compete for your business. My competing for new clients is good for my existing clients because doing so keeps me sharp, current, and forward thinking. Let’s talk . . .

07/17/2026

We are defined by what we love, not by what we know--Augustine of Hippo.

What we love dictates our habits, our character, and the order we place our priorities. One thing I love is making my clients happy. And the way I do that is by putting together solid investment portfolios, being accessible, staying current and being a forward thinker. I also love Friday summer afternoons in the office, tending to my clients’ portfolios, and working hard to get YOU as a client. Hence this post. Let’s talk . . .

P.S. I was fortunate to be able to take my rising 6th grader to compete in a swim meet in a beautiful ocean town a couple towns over from us, then get myself to my downtown Boston office to do what I have been doing since I was 23 years old. Have a showtime weekend ahead. I believe!

07/11/2026

MAYBE . . . Just MAYBE . . . your investment portfolio might be as good as it could ever get, as of today, July 11, 2026–IF ONLY a few of your positions that should no longer be held were removed, like these weeds. Simply removing weeds makes an existing lawn better and stronger. Similar regarding investment portfolios.

I’ll happily give you a 2nd opinion on your investment portfolio to see if I can point out some proverbial weeds you may own.

Have a showtime rest of this weekend. Let’s talk . . .

07/07/2026

Your money/portfolio never rests, let alone sleeps; even though your portfolio might be running like a tortoise instead of a rabbit.

I would like to compete for your RELATIONSHIP. A summer 2nd opinion on your investment portfolio by me might prove to be numbered among your 2026 highlights. Let's talk ...

07/02/2026