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Invest in a Rev'd Up World

Why we believe revenue-weighted ETFs hold great promise for investors.

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The Bond Market Is Watching and Waiting

With divergence between bonds and equities, investors may consider reducing downside risk.

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Guiding Clients to a Financially Secure Retirement

Helping clients understand many important issues in retirement planning.

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Schwab Commission-Free ETF Program Adds OppenheimerFunds...

Charles Schwab’s ETF OneSource commission-free ETF program has added OppenheimerFunds ETFs to its lineup.

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Make Global Connections

We understand how interconnected global markets are today.

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Look to the Long Term

We understand creating value takes time.

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Take Intelligent Risks

We seek to effectively balance the risks that come with the rewards of investing.

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Invest with Proven Teams

Our seasoned managers have experience managing portfolios through multiple market cycles.

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