by opes | Sep 25, 2025 | Investment Commentary
The year 2025 has been, to say the least, “interesting” for the markets. The Opes Wealth Management team, Erin Whalen, Louis Odette, and Mark Duvall, unpack the complexities, from surprising market performance to the lingering impact of tariffs and...
by opes | May 6, 2025 | Educational
Whether you work for Apple or another tech company, you may have stock compensation, including restricted stock units (RSUs), as part of your total compensation package. What happens to your RSUs if you leave the company? Here are a few scenarios to consider: Have...
by opes | Dec 19, 2024 | Educational
We’re honored Opes has made the Leaders: Top Advisors & Firms list by etf.com. Recognition in the Top 50 RIA Firms category highlights firms with outstanding expertise, growth, and leadership in helping clients navigate the ever-evolving world of exchange-traded...
by opes | Oct 23, 2024 | Uncategorized
We’re thrilled to share Opes was named a ThinkAdvisor 2024 Luminaries Awards finalist in the innovation category for its proprietary Opes Advantage software. This web-based retirement planning application forecasts potential outcomes of various financial decisions...
