Thought Leadership

When it comes to planning your financial future, having the right process in place can be a real difference maker. Read How to Get Your Financial Plan Up and Running to learn more.

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.

A hands-on, mission-focused approach for today’s association.

A hands-on, mission-focused approach for today’s nonprofit.

According to a recent study1, about ten thousand people turn 65 in the U.S. every single day. At the same time, the average American retirement age is 63, and on average Americans should plan for a long, 22 year retirement. 

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.

Now’s the time to re-evaluate your retirement plan to make sure that it continues to meet all of your needs.

Whether your retirement is 40 years away or on the horizon, it is important to take stock of your savings situation and take charge.

When the law that created Roth IRAs was originally enacted there were two eligibility limits placed on them.

For many retirees, a major source of their retirement income will come from their Social Security benefits.

For over 130 years, Oppenheimer has been committed to helping clients invest and preserve money wisely.

As a full-service investment firm, we are dedicated to providing independent financial advice, a full spectrum of strategies and responsive client service.