We meet interesting clients in a range of industries and we have the privilege of teaming up with them on transactions in which we often employ financial tools that not only meet our clients' needs but also happen to be mentally stimulating and reminders of why we love this industry. As we come across novel ideas or develop market intelligence in areas that may be beneficial to our clients we will occasionally share our thoughts on these with you. We may also highlight new research findings, market trends or simply convey our views on certain topics. We hope you find these "conversations" to be helpful and we look forward to speaking to you in person.

Jeff Bezos Wants “Short-Term” Philanthropic Ideas

Jeff Bezos, founder and CEO of Amazon, is one of the world’s wealthiest people. With a net worth of approximately $84 billion, Jeff Bezos is certainly a man with a lot of money to give. And, although he has given a fair amount of money to charitable causes, he still feels that he could do more. That is why, just recently, he took to social media in an attempt to crowdsource a solution to his philanthropic problem. Last week, Jeff Bezos published a tweet asking all of his 200,000+ followers for advice and strategies on how to concentrate his philanthropic efforts so that they may have an immediate, or “short-term,” impact. He mentioned that he believes that he has invested in philanthropic en

Is Being a Millionaire Not Enough?

Have you ever struggled with money? Have you had issues just trying to put food on the table, while you constantly work as hard as you can in the hopes that someday you can achieve the ultimate American Dream? Becoming a millionaire was once lauded as one of the greatest achievements a human can make in his life. However, it seems as if becoming a millionaire is no longer enough. Apparently, being a millionaire is the new middle class, and in order to become truly elite, one must earn far more. In a recent report from CNBC, self-made millionaire Grant Cardone had an interesting take on being a millionaire. In the report, Cardone stated that making his first million felt hollow to him; he fel

Saving For Retirement

Hard work is in the DNA of every human being. Since the dawn of time, our species has never feared a little bit of hard work, and for centuries, there was never really a time where one could relax in old age. Now, however, living in a different period, with completely different circumstances, we are able to work hard for a few years of our lives, and peacefully go into retirement. It is a luxury that our ancestors could not afford. But what exactly goes into retirement? How and when do you even begin? Hopefully, this article will help answer those questions. When Should You Start Saving? Now! A common misconception of retirement is that one must begin saving later in life. This couldn’t be f

Companies That Bounced Back

We’ve all heard of startups that never make it. In fact, most startups don’t make it; a whopping 90% of them fail. But what is even more shocking is the number of businesses that became successful, multi-million (sometimes even billion) dollar companies after experiencing crises that could have crippled them.These companies were able to come back from the brink of disaster and rise to the top, once again. Apple Though it may sound impossible, the most valuable company on Earth was once not so highly regarded. In 1997, the company was on the verge of going bankrupt. So, what was it that saved the failing computer company? It’s biggest rival: Microsoft. At the time, Microsoft was gaining a rep

Amazon Go: The Future of Retail?

There was a time when Amazon was simply an online book store. However, as the years passed, the online retailer grew and broadened its horizons and eventually started selling a plethora of items beyond books. Then Amazon took an interest in technology, and it began to produce electronic devices: Amazon Kindle e-readers, Amazon FireTV portable digital media players, and even a failed smartphone. Currently, Amazon is the fourth most valuable public company in the world. You may be thinking to yourself that Amazon has clearly come a long way from its humble beginnings, and that it has found its niche, and will stick to it, right? Wrong! The company is notorious for pushing ahead with innovative

Who is Elon Musk?

Every now and then, mankind is graced with an innovator who seeks to shape the future of our society and our world. Leonardo Da Vinci, Benjamin Franklin, Thomas Edison, Steve Jobs, Bill Gates and many more have gone down in the annals of history as people who have changed our daily lives. But what of today’s thought leaders and entrepreneurs? The first person that comes to mind would have to be Elon Musk. But, who exactly is he? Born in Pretoria, South Africa, Elon Musk showed an interest in programming and technology at a very young age. At 17 years old, he traveled to Canada and enrolled at Queen’s University, and then ventured into Pennsylvania to attend the University of Pennsylvania, wh

© 2020 by The Opes Group

  • Black LinkedIn Icon
  • Black YouTube Icon
60 E 42nd Street

New York, NY 10165

777 Brickell Avenue

Miami, FL 33131