Publications

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 |

OPCM Investment Outlook Webinar – Natural Resources

OPCM Investment Outlook Webinar – Natural Resources

June 5, 2018 | Videos |

OPCM Investment Outlook Webinar Q&A – 2017

OPCM Investment Outlook Webinar Q&A

June 5, 2018 | Videos |

The New Environment For U.S. Equities

2017 extended the domestic equities bull market to nine years.  Over this span, equities were able to continuously ascend through a litany of worries and slow earnings growth because of […]

April 12, 2018 | Global Equities |

Navigating Turbulent Waters

The alternatives asset class is one that typically doesn’t garner much attention and can be easy to overlook. The individual holdings themselves typically aren’t flashy, and, on balance, alternatives make […]

April 11, 2018 | Alternative Investments |

Backdoor Roth IRAs

For middle to high income earners, there are IRS limitations on the tax benefits allowed for both Roth IRA and traditional IRA ownership. For an individual with a modified adjusted […]

April 10, 2018 | Financial Planning |

Are We In A Trade War?

Towards the end of the first quarter, the U.S. slapped tariffs on imported steel, aluminum, solar panels and washing machines. At first it was on all countries. Then several countries […]

April 9, 2018 | Economics |

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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, CFA, 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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