A few years ago, a new client asked me to review a “universal” life insurance policy that she bought in the early 1990’s. The insurance company had recently increased her […]

Bond markets in the fourth quarter experienced a significant amount of volatility as investors attempted to gauge the extent of further Federal Reserve tightening and the likelihood of an economic […]

The purpose of this whitepaper is to shed light on some of these hidden investment fees, demonstrate the effect these fees have on investor returns, and offer solutions to help […]

To download a printable version of this article, click here: 201810 OPCM – Marijuana Around this time last year, we wrote an article highlighting the increasing signs of speculation and […]

To download a printable version of this article:  201810 OPCM – The Risk Of Investing In One Asset Class For many decades, the best risk-adjusted returns were found using a […]

To download a printable version of this article: 201810 OPCM – Foreign Currency Conundrum On August 13th, 2018 a headline in the International Business Times read, “Turkey facing currency meltdown […]

To download a printable version of this article: 201810 OPCM – Credit Markets, Another Rate Hike The third quarter saw yet another interest rate hike by the Federal Reserve. On […]

To download a printable version of this article: 201810 OPCM – Trim Taxes, Increase Cash Flow, or Save Time The Tax Cuts and Jobs Act was signed into legislation last […]

Growth stocks have outperformed value stocks for the past eleven years in nearly a straight line. Most investors are now dramatically overweight growth stocks and growth sectors like technology,communications, healthcare, […]

We are pleased that a number of new clients have chosen to work with OPCM in 2018.  As we analyze new client and prospective client portfolios, a common theme appears […]