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Compelling Wealth Management Conversations

A Program Designed to Help You Engage with Your Clients

Compelling Wealth Management Conversations is a program designed to help provide philosophical and historical context and perspective to keep investors “buckled in” and stay the course during uncertain times (and when have times not been uncertain), while providing a framework to help identify the best opportunities going forward.

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Compelling Wealth Management Conversations

Ideas to help financial advisors guide client investment decisions and keep them on track.

Making the Case for Investing with Optimism

Having the right conversations about wealth helps investors remain positive.

Conversation of the Week

Still low for long. Rates are down to 2.13% & will track real GDP and inflation, which both remain low.

Compelling Wealth Management Conversations - OppenheimerFunds

Happy 8th Anniversary to the Unloved Bull Market

We provide perspective on the 8th anniversary of the bull run that began March 9, 2009.

Should I Wait for the Market Correction?

History has shown that it’s time in the market—not timing the market—that matters.

Dow 20,000: We Did It!

The Dow Jones Industrial Average tops 20,000, but this latest record doesn’t tell us much.

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Customize Your Compelling Wealth Conversations

Our website allows advisors to create and save custom presentations for their clients.

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Guiding Clients to a Financially Secure Retirement

Helping clients understand many important issues in retirement planning.

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Internet of Things: Investing in Disruptive Change

The Internet connectivity that objects can have today is bringing opportunities and disruption.

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