Top Posts

Innovation, Disruption, and Opportunity

Implications for investors and advisors in 2021—and beyond.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Hiring a Wealth Management Team

The important considerations for any affluent family looking to make the best and most well-informed decision...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The Industrial Revolution in the 21st Century

Artificial intelligence, machine learning, and big data convergence creates disruption and opportunity.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Maximizing Your ­Philanthropic Impact

Create the structure needed to transform and execute your vision and legacy
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.


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