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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.

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Making the big exit from the work world easy and controllable through philanthropy.
By Rich A. Schuette, CFP | Avalan

Demystifying Opportunity Zones

Exploring private investments that stimulate economic growth and improve low-income areas.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Understanding Social Security

The past, present, and future of this vital safety-net program.
By Alan Hopkins | Manchester Financial

Pre-Transaction Planning

Four questions to ask before the sale or IPO of your business.
By Ryan Bristol | J.P.Morgan Private Bank

Modern Family Office

Innovative technology promotes the integration of outside financial advisers, improves communication, and...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Using Your Wealth For Good

Can you fulfill your philosophical vision through meaningful investment?
By Larry M. Schnaid | UBS Financial Services Inc.

The Past, Present, and Future of Planning

Demystifying wealth management as planning becomes ultra-personalized and financial technology disrupts old...
By Robert Dalie | The Summa Group of 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.

Sir Isaac Newton and the Madness of the Stock Market

Larry Schnaid, SVP and Senior Portfolio Manager of UBS Financial Services Inc., breaks down investor's...
By Larry M. Schnaid | UBS Financial Services Inc.

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