Opal Blog

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

How to Use Inflation to Your Advantage

Headlines have been swirling around all the ways inflation could impact investors and consumers. In June, inflation had increased by 5.4% from a year earlier; the biggest 12-month jump since August 2008, according to the Bureau of Labor… more

What Investors Need to Know About the Future of ESG Investing

ESG investing has exploded in recent years. It’s an investment approach that looks beyond prospective financial returns and is shaped by the investor’s unique values and moral compass. When choosing companies to invest in, the mindful investor weeds… more

The Tax Implications of Biden’s New Proposals

President Biden recently unveiled sweeping proposals that are getting much attention from politicians and working Americans alike. Together, the American Families Plan and American Jobs Plan would devote over $4 trillion to overhauling infrastructure, expanding affordable childcare, upping… more

Should I Pay Off My Mortgage in Retirement?

Whether you’re in the run-up to retirement or are already there, you might be considering paying off your mortgage. It may seem like a great idea, but doing so can have a ripple effect that impacts your overall… more