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Professionals Alliance GroupActionable Insights

Cutting-Edge Content and Marketing Resources for PAG Members

Oppenheimer is a leading full-service financial services firm focused on wealth management, capital markets, and investment banking. We provide financial services and advice to high-net-worth investors, individuals, businesses, and institutions. For more than 140 years, we have provided valuable expertise and insight to help clients achieve their financial goals. Our commitment to our clients’ investment needs, our dedicated professionals, and our proud tradition combine to deliver effective, innovative solutions to our clients.

Macro Views

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Where We Stand

Top-down view of markets, the economy and asset allocation.

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OAM Viewpoints

Oppenheimer Asset Management's viewpoints.

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The Radar Screen With John Stoltzfus

Weekly commentary by John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management Inc.

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Research

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The Strength of Direct Indexing

Discover how a direct indexing strategy can be apart of your financial journey.

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Merger Arb Boosts Diversification

An attractive asset class amid rising inflation and interest rates.

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2024 and Beyond: Thematic Thought Leaders Roundtable

Thematic investing examines the broad societal, economic, and technological shifts that can potentially create investment opportunities.

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Investor Education

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INVESTOR EDUCATION

The Evolution of Energy

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Have You Optimized Your Tax Reduction Strategies?

Proper tax planning can help individuals and businesses minimize their tax liabilities, thereby retaining more of your hard-earned money.

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2024 IRS Contribution Limits

This year you will be able to save more for retirement than ever before with increased salary deferral contribution limits for employee retirement plans.

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Financial Planning

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The Ultimate Estate Planning Checklist

To help you start the process of creating a well thought out and comprehensive estate plan follow this checklist.

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Getting Your House in Order

The first few months of a new calendar year are often a popular time for families to revisit their savings and investments. These reviews are an important part of the financial planning process.

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