by Jo Halverson | Apr 7, 2026 | Uncategorized
In a world of compressed investment fees and efficient markets, the most significant “leak” in a high-net-worth portfolio isn’t the management fee—it’s tax inefficiency. As wealth advisors, we spend significant energy on asset allocation, but the...
by Jo Halverson | Feb 27, 2026 | News, Uncategorized
Fort Worth, TX — OIP announced today the appointment of Richard Backora as Director of Advisor Experience, joining the firm’s senior leadership team at its Fort Worth home office. Backora brings more than 30 years of financial services leadership experience, focused...
by Jo Halverson | Jan 30, 2026 | Uncategorized
Most financial advisors spend their time modeling best-case outcomes. That’s where planning lives. But the most difficult client conversations rarely come from projections—they come from life insurance claims, policy loans, and withdrawals that don’t work the way...
