Real Estate
All Roads Lead to Nosara, Costa Rica: From Publishing Success to Surfing Waves
Ingham Brooke lives in Costa Rica with his family while building a local business from the ground up: Silvestre Nosara is a hotel and community space located steps away from the beach and home to some of the best surf breaks in the area
Leadership
Chasing the Crescendo: Ann Miura-Ko’s Transformative Journey
A journey of discipline, determination, and disruptive innovation from playing piano to becoming the most powerful woman in startups
Entertainment
Revolutionizing Hollywood: An Interview With Mikel Elliott, Founder, Quixote Studios
CSQ interviews Founder Mikel Elliott to learn more about the industry impact of the $360 million acquisition
Innovation
The Career Odyssey of PepsiCo Beverages North America West Division President Johannes Evenblij Garza
What a continent-spanning career taught this leader about innovation and the significance of location

Top Posts

Gaining Valuable Insights From Past Recessions to Help Navigate the Future: Part lll, Understanding the Current Environment to Make More Informed Decisions

As we stand today, we’re not officially in a recession. But are we heading in that direction?
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Gaining Valuable Insights From Past Recessions to Help Navigate the Future: Part ll, Asset Classes Through the Economic Cycle

In Part ll of our series, we examine recessions in the context of the overall economic cycle. In doing so, we...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Gaining Valuable Insights From Past Recessions to Help Navigate the Future: Part l, A Historical Perspective of Past Recessions

At the heart of any discussion about 2023 is a debate about whether a recession is coming and, if so, how...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part ll: Dislocations = Opportunities

The pace of innovation is accelerating and tech reinvestment is growing, yet most innovative companies are...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part I: the Challenges and the Dislocation

Challenges always present opportunities for smart, steady, and observant investors.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part III: Acting from Foundation Instead of FOMO

Investors plagued by fear or greed can continue to accumulate by sticking to the fundamentals.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part II: Current Financial Trends

Are we due for another collapse? The current investment landscape and how it affects financial professionals....
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Will It Be Different This Time? Part I: A Closer Look at Financial Bubbles

An inside look at past bubbles, why they develop, and how we as investors and advisors can stay out of...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

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.



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Gaining Valuable Insights From Past Recessions to Help Navigate the Future: Part lll, Understanding the Current Environment to Make More Informed Decisions

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