E. Matthew Steinberg Managing Director - Investments

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.

10/07/2026

October is Cybersecurity Awareness Month, a great opportunity to pause and reflect on how you’re protecting your digital information.

As cyber threats continue to evolve and tools like AI become more accessible, threat actors are using increasingly sophisticated methods to create more convincing phishing messages, scams, and other attacks—making it harder than ever to distinguish what’s real from what isn’t.

Staying informed, thinking before you click, and building strong cybersecurity habits can make a meaningful difference. In a rapidly changing threat landscape, awareness remains one of our strongest defenses.

https://bit.ly/4jDpSRK

10/05/2026

The economic data released last week along with the activity in the stock and bond markets overall looked to point towards the resilience of fundamentals.

We Remain Bullish on Equities as Economic Data Recent Resilient

09/30/2026

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.

09/28/2026

In our view the recent volatility in oil prices and interest rates suggests that markets are on a path toward a new normal rather than one of heightened volatility and significant downside risk.

Heavy Calendar of Data Could Bring Clarity on Economic Conditions

09/24/2026

September is National College Savings Month, making it a great time to revisit your education savings strategy and consider whether a 529 plan fits into your broader financial plan.

A 529 plan can offer tax advantages, contribution considerations, account flexibility, and the potential for certain unused funds to be rolled into a Roth IRA.

A little planning today can help you prepare for tomorrow’s education expenses.

https://bit.ly/4rqv7Gc

09/23/2026

Clients have started asking whether the midterms will move markets.

The honest answer: history shows a pattern, history doesn’t make promises, and this year has already gone off-script — both on returns and on volatility.

Here’s what the data says, and what I think it means for long-term investors:

Why This Midterm Election Season Feels Different

09/22/2026

In our view, the number and magnitude of future Fed hikes matter much more than this first increase, which the central bank suggested might be followed by another later this year.

The August Payrolls and ISM Surveys Show Resilience in August

09/20/2026

May this day of reflection bring peace and renewal.