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Welcome to the Ocean Park Resource Library, your single destination for collateral, thought leadership, and resources to help you inform and educate your clients with confidence.
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Market Minute
It Was the Best of Times, It Was the Worst of Times
January 5, 2022
2021 was both good and bad. What lies ahead in 2022?
WATCH NOWIt Was the Best of Times, It Was the Worst of Times
Date Created: January 5, 2022
Ask him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.
Investment Commentary
The Fed Makes a Move, but Is It Too Late?
November 16, 2021
Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the [...]
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Market Minute
Omicron, Inflation, and The FED
December 2, 2021
The emergence of the new COVID variant, Omicron, has returned volatility to markets.
WATCH NOWOmicron, Inflation, and The FED
Date Created: December 2, 2021
The emergence of the new COVID variant, Omicron, has returned volatility to markets. The Fed's decisions on tapering and interest rates won't help fix the global supply chain issues or inflation. Executive Vice President of Investment Management, Doug Loeffler, shares his insights and perspectives in today's Market Minute.
Market Minute
November 29, 2021
With the anticipation of the Fed's announced tapering and the expectation of raising interet rates, [...]
WATCH NOWBond Alternatives
Date Created: November 29, 2021
With the anticipation of the Fed's announced tapering and the expectation of raising interet rates, there has been an uptick in chatter surrounding bond alternatives. Senior Portfolio Specialist, Bill Phillips, shares his insights on the subject in this week's Market Minute.
Commentary: The Fed Makes a Move, but Is It Too Late?
November 16, 2021
Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the [...]
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Market Minute
Opportunities in Preferred Securities (Stocks)
November 16, 2021
Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized [...]
WATCH NOWOpportunities in Preferred Securities (Stocks)
Date Created: November 16, 2021
Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized asset class by many fixed income managers. In today’s Market Minute, Executive Vice President of Investments, Doug Loeffler, shares his insights as to why he believes this stock/bond hybrid asset class is an attractive investment diversifier.
Balanced Risk
November 2021 Rules-Based Process in Motion: Balanced Risk Model
November 12, 2021
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCEConservative Allocation
November 2021 Rules-Based Process in Motion: Conservative Allocation Strategy
November 12, 2021
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCEStrategic Income
November 2021 Rules-Based Process in Motion: Strategic Income Strategy
November 12, 2021
Reflects how our truly tactical rules-based investment process reacted due to market movement [...]
VIEW RESOURCENovember 9, 2021
A single flyer that give you quick access to the team of sales professionals servicing your territory.
VIEW RESOURCEBalanced Risk
Orion Portfolio Solutions: Balanced Risk Model Fact Sheet
November 1, 2021
Ocean Park Balanced Risk Model Fact Sheet available at Orion Portfolio Solutions as of September [...]
VIEW RESOURCEConservative Allocation
Conservative Allocation Strategy Fact Sheet - Net of Fees
November 1, 2021
Ocean Park Conservative Allocation strategy client approved fact sheet - for investment [...]
VIEW RESOURCEConservative Allocation
Conservative Allocation Strategy Fact Sheet - Gross of Fees
November 1, 2021
Ocean Park Conservative Allocation strategy gross of fees fact sheet - for investment professionals [...]
LOGIN TO VIEWTactical Bond
Orion Portfolio Solutions: Tactical Bond Model Fact Sheet
November 1, 2021
Ocean Park Tactical Bond Model Fact Sheet available at Orion Portfolio Solutions as of September [...]
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