Publications

Emerging Opportunities

Times change, but thankfully for longer term investors, short-sighted fear and greed in the financial markets remain the same. 2017 was the best year for emerging market (EM) equity returns […]

July 12, 2018 | Global Equities |

Financial Wellness for Kids!

The best gift I ever received from my parents growing up was my very own checking account when I was 12 years old. This may sound a bit dull at […]

July 11, 2018 | Financial Planning |

Credit Markets: A More Transparent Fed

The Federal Reserve raised interest rates again in June, marking the seventh rate hike since the Fed began its tightening campaign in late 2015. The Federal Funds rate now stands […]

July 10, 2018 | Articles , Fixed Income |

Why Investors Are Focused On U.S. Equities In 2018

For many decades, a multi-asset class approach delivered superior returns with less risk.  By approximately, equally weighting the major asset classes, an investor could earn 8-9% returns with far less […]

June 30, 2018 | Global Equities , Articles |

OPCM Investment Outlook Full Length Webinar

OPCM Investment Outlook Full Length Webinar

June 5, 2018 | Videos |

OPCM Investment Outlook Webinar – Investment Discipline and Multi-Asset Class Investing

OPCM Investment Outlook Webinar – Investment Discipline and Multi-Asset Class Investing

June 5, 2018 | Videos |

OPCM Investment Outlook Webinar – Domestic Equities

OPCM Investment Outlook Webinar – Domestic Equities

June 5, 2018 | Videos |

OPCM Investment Outlook Webinar – Foreign Equities

OPCM Investment Outlook Webinar – Foreign Equities

June 5, 2018 | Videos |

OPCM Investment Outlook Webinar – Fixed Income and Interest Rate Outlook

OPCM Investment Outlook Webinar – Fixed Income and Interest Rate Outlook

June 5, 2018 | Videos |

OPCM Investment Outlook Webinar – Alternatives and Real Estate

OPCM Investment Outlook Webinar – Alternatives and Real Estate

June 5, 2018 | Videos |

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CATEGORIES

  • Global Equities
  • Economics
  • Alternative Investments
  • Financial Planning
  • Real Estate
  • Natural Resources
  • Fixed Income
  • Investment Commentary

Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFP®, CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Karen McMillan, CFP®
  • Tom Piro, CFP®, Enrolled Agent
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