Mark Bogert, Senior Director - Investments at Oppenheimer & Co. Inc.

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Mark Bogert, Senior Director - Investments at Oppenheimer & Co. Inc.

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http://www.opco.com/SocialMediaDisclosures Inc. in finance. Mark lives in Palm Beach County and is the father of three children.

Mark has been providing comprehensive financial services to successful individuals and their families for more than 30 years, tailoring investment strategies to each client’s specific goals. While Mark’s areas of focus include portfolio risk management and income planning, he offers a variety of opportunities for clients to grow and preserve their wealth and then transfer it efficiently to the next generation. Before joining Oppenheimer in 2018, Mark served as a financial advisor at Morgan Stanley Smith Barney and Merrill Lynch and as a branch manager and regional director at Charles Schwab & Co. He holds the Series 7, 8, 66, and Life and Annuities licenses, and he graduated from the University of Miami with a B.B.A. In 2010 Mark gained the Chartered Retirement Plan Specialist CRPS(C) through the College for Financial Planning. Outside the office, he enjoys water sports with his family, including diving, fishing, snorkeling, kayaking and paddle boarding. He also an active member and past lodge president of the Masonic Fraternity, whose activities include fundraising and giving back to local communities through youth programs and scholarships. I am licensed in the following States: AL,AZ,AR,CA,CO,CT,DE,DC,FL,GA,HI,IL,IN,KS,LA,ME,MD,MA, MI,MS,MO,MT,NJ,NY,NC,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,WA,WI. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the About section of my profile.

11/02/2026

We suggest that an eye focused on risks should not obfuscate the opportunity at hand.

Busy Week Ahead as Inflation and Earnings Reports Due

10/26/2026

We are not surprised to find the market’s institutional memory lacking at this juncture as we recall the gauntlet that software and hardware names were forced to walk earlier this year.

Busy Week Ahead as Inflation and Earnings Reports Due

10/12/2026

Our expectations are that another better than expected quarter may well be in the offing.

Busy Week Ahead as Inflation and Earnings Reports Due

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

09/28/2026

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

09/22/2026

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

09/14/2026

After the higher than expected levels reflected in recent data, we’re thinking a Fed rate hike more than likely especially after oil prices spiked last week.

The August Payrolls and ISM Surveys Show Resilience in August

09/08/2026

For all the noise in and around the stateside market over much of this year, last Friday found the S&P 500 just 1% off from its most recent record high of 7798.99 reached on August 13.

The August Payrolls and ISM Surveys Show Resilience in August

08/24/2026

In our view, the courage of an investor’s convictions, a tolerance for risk, an appetite for opportunity along with right-sized expectations are key to navigating through periods of transition.

We Quote John Lennon When Thinking About Past Periods of Transition

08/17/2026

In our view, intermediate- and longer-term investors should not be surprised if with the VIX currently at its lower levels that any negative news item could create a spate of indigestion for the markets.

As Earnings Season Winds Down, Focus Turns to the Inflation Reports

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