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8 Risks of Investing in Cryptocurrency: What You Need to Know

As cryptocurrency is now, it’s volatile and highly centralized
By Featured | Featured

7 Smart Strategies for Unlocking the Potential of Unused 529 Funds

In this article, we’ll discuss why you might have unused 529 funds and present several strategies to spend...
By Robert Dalie | The Summa Group of 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.

A New Era of Higher Education: The Need for Change

The increasing cost of tuition, a change in demand among prospective students, and a lack of work readiness...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

If You Own a Business, You Need an Exit-Planning Team

The four steps of exit planning for founder-owned businesses
By Adam Quarello | The Summa Group | Oppenheimer & Co. Inc.

The American Mall Doesn’t Need to Die

While American malls are ailing, their condition is far from terminal. With the right vision, malls across...
By Bo Okoroji | Steerpoint Capital

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.

Despite the Downturn, Raise Your Seed Round in the U.S.

Minority founders will have to work twice as hard, but the U.S. is still the place to do it
By Joseph Rutakangwa | Rwazi

How Can Fintech and Crypto Companies Succeed in 2023?

Starting a crypto or fintech company is more expensive than ever before, which can intimidate investors and...
By Felix Römer | Gamdom

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.



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