Skip to Main
abstract background

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

abstract financials

Where We Stand

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

Learn more Where We Stand
abstract financials

OAM Viewpoints

Oppenheimer Asset Management's viewpoints.

Learn more OAM Viewpoints
a team whiteboarding in a conference room

The Radar Screen With John Stoltzfus

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

Learn more The Radar Screen With John Stoltzfus

Research

abstract financials image

The Strength of Direct Indexing

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

Learn more The Strength of Direct Indexing
financial abstract

Wealth Building in Uncertain Terrain: The Compelling Case for Real Assets

OAM Research believes that clients should pursue diversification as a means to manage risk and achieve long-term success. This involves allocating across various asset classes, such as global equities, global fixed income, and diversifying strategies, including real assets.

Learn more Merger Arb Boosts Diversification
blue and black abstract

2024 and Beyond: Thematic Thought Leaders Roundtable

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

Learn more Style Return Disparity Narrows

Investor Education

windmills

INVESTOR EDUCATION

The Evolution of Energy

Download here The Evolution of Energy
lower taxes

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.

Learn more
man and woman looking at computer

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.

Learn more

Financial Planning

family walking outdoors

The Ultimate Estate Planning Checklist

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

Learn more The Ultimate Estate Planning Checklist
couple looking at finances

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.

Learn more Getting Your House in Order

Contact Us