E. Matthew Steinberg Managing Director - Investments

10/28/2026

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give me a call if you would like to discuss this or money market options.

10/27/2026

With the midterm elections right around the corner, many investors are wondering what the results could mean for their portfolios.

While elections can bring uncertainty to the markets, it’s important to keep the bigger picture in mind. Economic trends, corporate earnings, and monetary policy all play a role in long-term market performance.

Concentrating on your goals and maintaining a diversified portfolio can help you navigate changing market conditions while keeping your long-term financial future in focus.

https://bit.ly/4jE4Pyz

10/26/2026

We are not surprised to find the market’s institutional memory lacking at this juncture as we recall the gauntlet that software and hardware names were forced to walk earlier this year.

Busy Week Ahead as Inflation and Earnings Reports Due

10/21/2026

Planning for your retirement means staying informed about the changes that may affect your financial future.

With several updates coming in 2027, including a 3.6% Social Security cost-of-living adjustment and changes to Medicare prescription drug costs, now is a good time to review what these changes could mean for you.

https://bit.ly/4iwLrSV

10/20/2026

Stay informed with the latest perspectives from Oppenheimer Asset Management. This Research Viewpoints explores evolving market conditions, economic trends, and key considerations shaping the investment landscape.

Read the latest edition:

10/15/2026

Market volatility can bring uncertainty, but it can also create opportunities for thoughtful tax planning.

Tax-loss harvesting is one strategy you may consider to help manage your tax liabilities. By strategically realizing losses on investments, you may be able to offset capital gains while keeping your portfolio aligned with your long-term financial goals.

A thoughtful approach to tax planning can help you make more informed decisions today while keeping your long-term goals in sight.

https://bit.ly/47nn0RL

10/12/2026

Our expectations are that another better than expected quarter may well be in the offing.

Busy Week Ahead as Inflation and Earnings Reports Due

10/08/2026

September marked a notable shift in the market narrative as stronger economic growth, persistent inflation pressures and rising debt supply pushed yields higher across the curve. While the repricing created a challenging month for fixed income, it also created increasingly attractive opportunities for investors. With real yields meaningfully higher and credit fundamentals remaining supportive, the Oppenheimer Investment Advisers team believes the current environment may offer a compelling entry point for intermediate taxable and tax-exempt fixed income.

Read our latest Fixed Income Memo for perspective on what drove September’s market moves and what we’re watching as we head into the final months of the year.