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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

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.

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.

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

Innovation, Disruption, and Opportunity

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

Protecting Your Company’s Intellectual Property Is Another Key to Your Successful Transition

Addressing and overcoming the 12 principal reasons for failed transition growth and achieving successful...
By Andrew Horowitz, CEPA | Rockefeller Capital Management