OPTAS CAPITAL

We provide a direct line to counsel on what matters most to you, which is everything, since your wealth now touches every aspect of your life. LinkedIn @Optas

[OPTAS CAPITAL @optascapital]

Don’t let your clients play “eeny, meeny, miny, moe,” when it comes to charitable giving. Read Ryan Klippel's latest article with @WealthManagement.com. Check it out here https://t.co/wfEwYC7FHu

[OPTAS CAPITAL @optascapital]

Curious about #Rule10b5-1 trading plans? In their latest article with @myStockOptions.com, Co-Founders @MeghanRailey and @fglasser discuss these #strategies and how they can best align with your #financial #goals. Check it out here https://t.co/lMoVmDqIHi

[OPTAS CAPITAL @optascapital]

Before you start #invest in #crypto, read Meghan Railey’s latest interview with @ETFcom. Meghan discusses how to incorporate digital assets into your investment portfolio. Check it out here https://t.co/M3qMn7dk3G

[OPTAS CAPITAL @optascapital]

Don’t put all of your eggs in one basket! Fritz Glasser and Meghan Railey advise clients to avoid #FOMO, which can lead to bad #investment decisions in their latest article via @CNBC. Check it out here https://t.co/Xg36aSs2bu

[OPTAS CAPITAL @optascapital]

And just like that, you're #rich! Now what? Fritz Glasser and Meghan Railey offer four #tips in their latest article in @MarketWatch on how you can preserve your #wealth effectively. Check it out here https://t.co/Y05egVAK4r

[OPTAS CAPITAL @optascapital]

#hedgefunds can be daunting to begin adding to your investment strategy. Meghan Railey, our Co-Founder and CFO, broke down the complexities of this #investment #strategy with @BusinessInsider. Learn more by checking out Meghan’s interview here https://t.co/eGLpqHhkEG

[OPTAS CAPITAL @optascapital]

Confused about how to exercise your #employee #stock options? Co-founders Meghan Railey and Fritz Glasser, discussed with @RealSimple about how to best #manage your next #investment with this particular #strategy. Check out the full story via @RealSimple https://t.co/s8uJ85dKxr

[OPTAS CAPITAL @optascapital]

What makes our practice #unique? Meghan Railey, Co-Founder and CFO, spoke with @DaveMasterson about how we offer more than just #finanical plans to our #clients. Check out the full story via @CitywireRIA https://t.co/iqTUpycZhw

[OPTAS CAPITAL @optascapital]

Should you #invest in #international #stocks? Our Co-Founder and CEO, Fritz Glasser thinks you should consider it. Check out this @IBDInvestors article for more thoughts from Fritz. https://t.co/WdpSFxx3d9

[OPTAS CAPITAL @optascapital]

“Most people need a detailed recipe to successfully bake a cake,” said Fritz Glasser, our Co-Founder & CEO, as he described the complexity of building a 10b5-1 plan. To learn more check out his byline on @wealth_mgmt. https://t.co/SdiZOfOQfh

[OPTAS CAPITAL @optascapital]

Our CFO, Meghan Railey, recently joined a panel of women to discuss the importance of #empowering #women in the #financial services industry. Read all about their discussion here: https://t.co/DnayLv9mNr via @ThinkAdvisor

[OPTAS CAPITAL @optascapital]

“To stay competitive & relevant, financial advisers must do much more for clients than manage investment portfolios.” Our co-founders Meghan & Fritz shared their thoughts on how advisers can provide top service to clients. Learn more here: https://t.co/z6WVpwjjLR @MarketWatch

[OPTAS CAPITAL @optascapital]

https://t.co/j7CBBN0C6h

[OPTAS CAPITAL @optascapital]

"We hope that the Capitol riot will bring urgency to the social decisions made & actions taken by all stakeholders…while underscoring the need to maintain democratic (lower case) principles within the US," says Meghan Railey. @ungarino reports via @businessinsider

[OPTAS CAPITAL @optascapital]

“Smaller increments allow you to buy more things more often, which is better suited to better diversification,” says Meghan Railey, our co-founder & CFO. Check out the full article to learn more about the benefits to #fractional #investing with @FatherlyHQ https://t.co/t9bXRBKJBY

[OPTAS CAPITAL @optascapital]

"ESG is here to stay. It’s no longer a trend,” says Meghan Railey, our co-founder & CFO. Meghan had the opportunity to speak with @IBDinvestors about the importance of #ESG & why you should invest. Click here to read the story: https://t.co/cX5V40357i