Opal Blog

Do Alternative Investments Deserve a Spot in Your Portfolio?

Long-term investing typically requires adaptability. What matters most is staying invested over the long haul, but a variety of factors can crop up along the way and nudge you to tweak your investment strategy. Inflation is one such… more

New SECURE 2.0 Retirement Bill Could Be a Game Changer

Saving early and often is the golden rule for retirement planning. New legislation currently making its way through Congress would make it easier to do just that. The Securing a Strong Retirement Act of 2022 (also known as… more

What Recent Market Volatility Means for Your Investments

It’s been a turbulent beginning of the year for the stock market, which has many investors on edge. A number of global and domestic issues are disrupting market activity. The Russia-Ukraine conflict, inflation, and ongoing supply chain backlogs… more

5 Investment Themes to Watch in 2022

2021 was a good year for the stock market, despite the ups and downs of the pandemic. The S&P 500 gained 26.9%—marking its third consecutive year of double-digit gains, according to Morningstar. All eyes are now on the… more

How to Financially Prepare for 2022

The end of the year isn’t just for holiday shopping and New Year’s resolutions. It’s also an ideal time to take stock of your financial life and plan ahead for the coming year. Financial wellness has many layers… more

Is There an End in Sight for Supply Chain Shortages?

Global supply chain shortages are causing major hiccups for businesses and consumers alike. Inventory is low, shipping times (and costs) are high, and inflation appears to be on a steady incline. You’re likely feeling the effects firsthand at… more

Tax Hikes Are Coming—Here’s How to Prepare

Even before President Biden took office, many high-net-worth individuals began preparing for the possible tax changes ahead. And now that lawmakers are hard at work figuring out how to pay for the $3.5 trillion budget resolution they passed… more

It’s Time to Talk About the Gender Investing Gap

As a longtime financial advisor, I can tell you that the gender investing gap is alive and well. Many women face all kinds of financial adversity—from lack of confidence to lagging wages for equal work. This all has… more

Want to Lower Your 2021 Tax Bill? Consider Opportunity Zones

If you’ve ever profited from the sale of a highly appreciated asset, you know what a challenge it can be to minimize the capital gains tax exposure. What starts out as a high-five moment can feel more like… more