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Professionals Alliance Group Actionable Insights
Cutting-Edge Content and Marketing Resources for PAG Members
Oppenheimer is a leading full-service financial services firm focused on wealth management, capital markets, and investment banking. We provide financial services and advice to high-net-worth investors, individuals, businesses, and institutions. For more than 140 years, we have provided valuable expertise and insight to help clients achieve their financial goals. Our commitment to our clients’ investment needs, our dedicated professionals, and our proud tradition combine to deliver effective, innovative solutions to our clients.
Macro Views
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Where We Stand
Top-down view of markets, the economy and asset allocation.Learn More
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OAM Viewpoints
Oppenheimer Asset Management's viewpoints.Learn More
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The Radar Screen With John Stoltzfus
Weekly commentary by John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management Inc.Learn More
Research
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Active Manager Advantage: Opportunities in a Concentrated Market
The Russell 1000 Growth Index is more concentrated than ever – just 10 stocks make up 61% of the benchmark. History suggests that when concentration reverses, active managers shine. At Oppenheimer, our approach is designed to anticipate these shifts and help keep clients ahead of the market. Discover how we’re positioning for success in our latest whitepaper.Learn More
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Special Report: The AI Race Accelerates
In this special edition episode, host Jane Ross is joined by Tim Horan, Noah Kaye, and Rick Schaefer to break down DeepSeek’s game-changing advances in AI. The Chinese AI competitor has seemingly leapfrogged U.S. tech giants with its R1 model—built in record time, with fewer chips, and at a fraction of the cost. But does this shift the balance of AI power?Listen Now
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The Strength of Direct Indexing
In recent years, direct indexing has surged as a game-changer in the investment arena. Building upon the foundations of mutual funds and ETFs, direct indexing offers a more personalized approach. While mutual funds and ETFs provide diversified portfolios, direct indexing stands out by allowing investors to own and manage the individual securities within their chosen target index.”Learn More
Investor Education
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Have You Optimized Your Tax Reduction Strategies?
Proper tax planning can help individuals and businesses minimize their tax liabilities, thereby retaining more of your hard-earned money.Learn More
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2025 IRS Contribution Limits
This year you will be able to save more for retirement than ever before with increased salary deferral contribution limits for employee retirement plans.Learn More