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Wealth Management

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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.

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

Rich Schuette, wealth manager at Avalan, discusses making the big exit from the work world easy and...
By Rich A. Schuette, CFP | Avalan

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.

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Knowing and Understanding Inflection Points

Larry Schnaid of UBS on the current state of U.S. monetary policy
By Larry M. Schnaid | UBS Financial Services Inc.

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