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 […]

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 […]

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 […]

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 […]

We are pleased with OPCM’s 2017 returns.  The OPCM Global Moderate Growth Composite was within a few percentage points of the return of the S&P 500, with less than 65% […]

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 […]

As if December wasn’t already one of the busiest times of the year.  In between planning menus, shopping for presents, getting groceries, lighting candles, coordinating travel arrangements, and taking care […]

The roller coaster for cryptoassets (digital assets that use cryptography for security) hit a euphoric point in late 2017. Since we published “Time to Bet on Bitcoin?” in October, bitcoin, […]

The fourth quarter brought greater clarity to the future of interest rates as the Federal Reserve began to shrink its huge $4.5 trillion balance sheet and followed through with a […]

My first job was as a real estate appraiser for Crocker Bank. I visited hundreds of homes and commercial properties over the course of two years and learned some things […]