Client Resources

Markets and Investing

• Market Observations - 4th Quarter 2019 Recap
• Weekly Market Strategy 2/3/2020
• Oppenheimer Research - Top Ideas January 2020
• The overlooked Benefits of Muni Bonds
• How Opportunity Zones Create Tax Savings

The Numbers

• 2019 Tax Reference Guide
• 2019 Traditional and Roth IRA Contribution Limits
• 2019 Qualified Plan Contribution Limits
• 2019 Projected Tax Reporting Timeline
• 2019 Projected Schedule for K-1s

Retirement & Estate Planning

• Planning for Retirement
• Retirement Services
• The Fundamentals of Trusts
• Estate Planning with Annuities, IRAs and Qualified Plan Assets
• Do I need Life Insurance?

Life and Family Finances

• Is It Time for Your Annual Plan Check-Up?
• Creating a Financial Planning Process
• Guide to College Savings Plans
• College Savings Calculator
• Long Term Care Brochure

Why Oppenheimer

• Oppenheimer & Co. Inc. Overview
• 2019 Oppenheimer Fast Facts
• Corporate Website