Articles

Golden Diversification

We are three quarters of the way through 2016 and one of the more interesting stories of the year thus far has been the resurgence of gold. The polarizing metal […]

October 16, 2016 | Natural Resources |

The Volatile Calendar Ahead

The strong rise of global equities in July was followed by mostly flat returns in August and September.  As we start the fourth quarter, earnings growth is slow to negative […]

September 3, 2016 | Investment Commentary |

Do You Recognize These Financial Challenges Facing Millennials?

Millennials born between 1981 and 1997 are facing a variety of financial challenges.  Many are having difficulty making ends meet let alone saving toward short and longer term financial goals. […]

July 26, 2016 | Financial Planning |

Multi-Asset Class Investing In A Manipulated Environment

After many decades of absolute and relative returns, it became clear why multi-asset class investing was a preferred investing discipline for both large institutions and individuals.  Institutional investors would list […]

July 3, 2016 | Investment Commentary |

Brexit

With the recent historic vote in the United Kingdom to leave the European Union, the OPCM Investment Team would like to share some important information and our views about the […]

June 24, 2016 | Investment Commentary |

Controlling The Tax Burden Of Your Corporate Stock Plans

Since the technology boom of the mid 1990s, company stock plans have become ubiquitous beyond Silicon Valley. The appeal of these plans, which include but are not limited to stock […]

April 26, 2016 | Financial Planning |

Valuations Don’t Matter Until They Matter

Growth investors are increasingly willing to pay practically any price for companies with strong earnings growth in this slow growth environment. Conversely, income investors are increasingly willing to overpay for […]

April 8, 2016 | Investment Commentary |

Unsustainable Leadership

Investing in U.S. equities has been frustrating for most investors over the past few years.  After an above average 2014, U.S. stocks have been generally flat for the last 18 […]

March 3, 2016 | Investment Commentary |

Initial Quarterly Earnings and Valuation Thoughts – 2016

While equities markets continue to gyrate daily, it is sometimes easy to forget we are actually in the middle of the fourth quarter earnings season.  As markets fret about the […]

February 3, 2016 | Investment Commentary |

The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”

2015 was a difficult year for most investors and essentially all asset classes.  A few of the only ways to make money in 2015 were to either be long the […]

January 3, 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
  • Cameron Wadsworth
  • 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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