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 […]

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 […]

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 […]

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 […]

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 […]

Both domestically and throughout the globe, most equity markets generated 20%+ returns in 2017. Last year was a record for equities in many ways. Domestically, U.S. markets saw record low […]

Over the last year or two, much of the narrative around U.S. stocks has focused on FAANG (Facebook, Apple, Amazon, Netflix, Google), along with a select few other high growth […]