Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from Opal Investment Committee as they give a market update and economic outlook for the remainder of 2022 and into 2023. Our Opal experts will discuss investing opportunistically and managing... more
Watch Jesse Giordano, CFP® unpack five key strategies for building a retirement income portfolio that can go the distance. more
Join Jesse Giordano, Phillip Kosmala, and Gino Carollo from Opal Investment Committee as they give a market update and economic outlook for 2022. Amidst rising inflation, higher interest rates, and war in Ukraine, our experts will talk about... more
Join Jesse Giordano, Phillip Kosmala, Matthew Krouse, and Lee Korn from Opal Investment Committee as they give a 1st Quarter market update and an economic outlook for 2021. They also discuss the tangible risks to the economy, and... more
Join Matthew Krouse and Phillip Kosmala from Opal Investment Committee as they take a quick look at trends that are moving the markets, and how you can position your portfolios to capitalize on it. more
Join Jesse Giordano, Phillip Kosmala, and Lee Korn from Opal Investment Committee as they give a market update and economic outlook for the 4th Quarter. They also discuss the presidential election, how it may affect stock market returns,... more
Watch Jesse Giordano, Phillip Kosmala, and Lee Korn from Opal Investment Committee discuss the impact of the coronavirus, the unprecedented fiscal and monetary stimulus, and where we go from here. We also answer questions from clients regarding what... more
The coronavirus pandemic has triggered a massive global public health and economic crisis. Watch Jesse Giordano and Lee Korn from Opal Wealth Advisors offer financial strategies that can help you preserve cash, protect your retirement savings, and capitalize... more
Join Jesse Giordano, Phillip Kosmala, and Lee Korn from Opal Investment Committee as they provide a perspective on the coronavirus and its impact on the U.S. markets and global economy for 2020.They also answer questions from clients regarding... more
Take control of your finances today…
…& receive a free copy of our “Ultimate Financial Planning Checklist”
No, thanks