Articles & Insights

Perspectives on wealth management, tax strategy, and financial planning from the OPG advisory team.

Why I’m Going to ICSC Las Vegas: A Planning Perspective, Not a Real Estate Investor

An investment-advisory perspective on ICSC Las Vegas 2026, the diligence questions it raises, and the limits of conference observations when evaluating private-market exposure.

May 20265 min read

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Why I’m Going to ICSC Las Vegas: A Planning Perspective, Not a Real Estate Investor

Investment Strategy

The Role of Public and Private Markets in a Balanced Portfolio

Private markets have grown into a global asset class that institutional investors now allocate to in size. Understanding what public and private markets each contribute is one of the more consequential investment conversations of this decade.

April 20268 min read

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Tax Strategy

Tax-Loss Harvesting: Turning Market Dips Into Planning Opportunities

Tax-loss harvesting is a strategic way to lower your tax bill by deliberately selling investments at a loss to offset capital gains. Disciplined harvesting throughout the year can add measurable after-tax returns to a long-term portfolio.

March 20266 min read

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Business Owners

Why Business Owners Need a Coordinated Wealth and Tax Team

Most business owners have competent advisors, but costly mistakes often happen in the uncoordinated spaces between them. A financial advisor acting as a quarterback can integrate tax, investment, and legal strategies to prevent silent losses.

February 20267 min read

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Wealth Management

Understanding Fiduciary Duty: What It Means for Your Money

Fiduciary duty is a precise legal obligation that requires investment advisers to act in their clients' best interests at all times. This article explains the duties of care and loyalty, and provides five essential questions to ask before trusting someone with your wealth.

January 20265 min read

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Estate Planning

Estate Planning Essentials: More Than Just a Will

A complete estate plan is more than just a will. It is a coordinated set of documents that direct your assets and protect your family. Despite its importance, 55% of Americans have no estate documents at all.

December 20257 min read

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Athletes

How Athletes Can Protect Wealth During and After Their Careers

Professional athletes face a unique financial profile with a compressed earnings window and complex tax exposures. This article explores the structural problems that lead to financial stress and outlines a planning framework to protect wealth.

November 20257 min read

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