Publications

OPCM Investment Outlook Webinar – Foreign Equities

February 17, 2017 | Videos |

OPCM Investment Outlook Webinar – Fixed Income and Interest Rate Outlook

February 17, 2017 | Videos |

OPCM Investment Outlook Webinar – Alternatives and Real Estate

February 17, 2017 | Videos |

OPCM Investment Outlook Webinar – Natural Resources

February 16, 2017 | Videos |

OPCM Investment Outlook Webinar – Q&A

February 16, 2017 | Videos |

There Are Actually Equities Outside The U.S.

Throughout history, investors have discovered numerous ways to accidentally increase risk and reduce returns in portfolios. When people think about the acts that lead to long‐term poor performance, the two […]

January 3, 2017 | Global Equities |

As the Cycle Turns

The property recovery cycle has led to outstanding homebuilding and commercial real estate annualized returns relative to most other asset classes over the past five years. All cycles turn, however. […]

January 2, 2017 | Real Estate |

What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare

We believe a number of asset classes, sectors, and industries will experience tailwinds from the incoming administration.

November 12, 2016 | Economics , Blog Categories |

What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare

In case you did not hear the news, Donald Trump will be our 45th President of the United States.  In advance of the election, our Investment Team compiled our lists […]

November 3, 2016 | Investment Commentary |

Finding Value in the S&P 401

Today more than ever, there are widely varying opinions about the valuation of U.S. equities. Some believe equities are expensive on a ten-year earnings basis.  Others think equities are expensive […]

October 22, 2016 | Global Equities |

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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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