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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.

How Private Company Employees Can Potentially Create Liquidity

Liquidate private stock and repay with an IPO.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

How to Vet a Private Equity Partner

Five questions to ask yourself before you set out on the journey of private equity investment.
By Drew Sheinman | Brand Velocity Partners

Evaluating the Area of Celebrity Endorsement

How to know when a prominent spokesperson is right for you.
By Mike Martinez | Yes Studio, LLC

How Digital Solutions Helped Our Bank Grow Despite the Pandemic

A lack of face-to-face banking was no barrier to success.
By Ash Patel | Commercial Bank of California

10 Frequently Asked Questions When Changing Companies

How to have a less stressful job transition.
By Douglas Kobak, CFP | Main Line Group Wealth Management, LLC

Innovation, Disruption, and Opportunity

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

How to Make Big Plays in Sports and Business

Swinging for the fences requires constant curiosity.
By Drew Sheinman | Brand Velocity Partners


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