Environmental, social and governance (ESG) strategies allow investors to incorporate their principles into portfolios without sacrificing investment performance. Part of a plan to help achieve your investment objectives in a world positive way.
Thought Leadership
Top Investment
Mistakes
Baby Boomers
May Make
As a full-service investment firm, we are dedicated to providing independent financial advice, a full spectrum of strategies and responsive client service.
As a full-service investment firm, we are dedicated to providing independent financial advice, a full spectrum of strategies and responsive client service.
Tax Reform and
How It Impacts
You
A brief snapshot of the most impactful changes to the tax code under the Tax Cuts and Jobs Act of 2017 for financial advisors and their clients.
A brief snapshot of the most impactful changes to the tax code under the Tax Cuts and Jobs Act of 2017 for financial advisors and their clients.
Five Essential Steps to Financial Planning
Throughout the various stages of life, we manage our finances by balancing today’s needs with an understanding there will be others, both large and small, along the way.
Roth IRAs and
Conversions
When the law that created Roth IRAs was originally enacted there were two eligibility limits placed on them.
When the law that created Roth IRAs was originally enacted there were two eligibility limits placed on them.
For Federal Retirees
Our experience includes:
- We are knowledgeable with Federal pension programs and other Federal benefits.
- Transferring Thrift Saving Plan (TSP) assets from the accumulation phase to the planning phase in retirement for income, diversification and possible protection with a portion of these assets.
- Working thru the complexity of the transfer process and options before and after your retirement.
- Planning for your long retirement and your cash flow needs that may be required throughout your retirement years.
- Legacy planning.
Is It Time for
Your Annual Plan
Check-Up?
Now’s the time to re-evaluate your retirement plan to make sure that it continues to meet all of your needs.
Now’s the time to re-evaluate your retirement plan to make sure that it continues to meet all of your needs.
11 Steps to Smart Retirement
Saving
Whether your retirement is 40 years away or on the horizon, it is important to take stock of your savings situation and take charge.
Whether your retirement is 40 years away or on the horizon, it is important to take stock of your savings situation and take charge.
Partnering for
Success
(Associations)
A hands-on, mission-focused approach for today’s association.
A hands-on, mission-focused approach for today’s association.
Partnering for
Success
(Nonprofits)
A hands-on, mission-focused approach for today’s nonprofit.
A hands-on, mission-focused approach for today’s nonprofit.
Oppenheimer Fast Facts
Oppenheimer & Co. Inc. is a leading investment bank and full-service wealth-management Firm that provides financial services and advice to high-net-worth investors, individuals, businesses and institutions. For over 130 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals.