Client Resources

Markets and Investing

• Big Numbers for 2021 - S&P's Road Map to 4,150 
• Weekly Market Strategy 4.19.2021
• Monthly Highlights - April
• Technical Analysis - Second Year of a Bull Market
• Municipal Market Watch - 4.1.2021
• Introduction to Exchange Traded Funds

The Numbers

• 2020-2021 Contribution Limits for IRAs and Other Tax Advantaged Plans
• 2020 Traditional and Roth IRA Contribution Limits
• 2020 Qualified Plan Contribution Limits

• 2020 Projected Tax Document Timeline

Retirement & Estate Planning

• Planning for Retirement
• Retirement Services
• The Fundamentals of Trusts
• Annuities: A New Asset Class for Investment
• Do I need Life Insurance?

Life and Family Finances

• The Fundamentals of Life Insurance
• Creating a Financial Planning Process
• Guide to College Savings Plans
• College Savings Calculator
• Long Term Care Brochure

Why Oppenheimer

• Oppenheimer & Co. Inc. Overview
• Oppenheimer Fast Facts
• Corporate Website