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What Are the Differences Between Value and Growth Investing Strategies?

We’ve gathered insights from top financial experts, including CEOs and founders, to spotlight the nuances...
By Featured | Featured

What Is Direct Indexing?

Unlike traditional index funds or exchange-traded funds (ETFs), direct indexing allows investors to replicate...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

6 Tips for Choosing the Right Mutual Fund for Retirement

From considering cost efficiency and fit to aligning funds with retirement objectives, discover the six...
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18 Key Factors to Look for When Analyzing Company Earnings Reports

There are so many different ways to measure competitive performance, from market share to customer...
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13 Essential Tips for Beginners to Understand Stock Market Trends

From understanding the basics and connecting data points to staying disciplined and keeping a long-term view,...
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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.



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