Director of Wealth Management & Client Relations
Rodney Singherton serves as the Director of Wealth Management & Client Relations, focused on translating Ontp Invest's high-level strategy into tangible personal success. He champions the firm's client-centric philosophy, overseeing the delivery of sophisticated wealth management techniques and tailored personal finance tips. Rodney specializes in crafting detailed, goal-oriented financial planning resources for individuals and families, addressing complex needs from retirement planning to generational wealth transfer. His commitment is to build long-term relationships based on open communication and trust, ensuring a clear path to financial security and prosperity for all clients.
Why Diversification Matters At its core, diversification is simple: don’t put all your eggs in one basket. But the impact runs deeper than that. By spreading investments across different assets, industries, and markets, you reduce overall risk exposure. You’re not betting your future on a single stock, sector, or trend and that steadiness pays off […]
How To Diversify Your Portfolio For Maximum Returns Read More »
Shifting Global Supply Chains Geopolitical tension isn’t going away and global businesses are responding with a more decentralized approach to production. Companies that once relied heavily on a single country for manufacturing are now diversifying across multiple regions. It’s a simple strategy: don’t let your entire supply chain hinge on any one government, shipping route,
Emerging Market Trends To Watch This Year Read More »
Where We Stand in 2026 Inflation didn’t crash into 2026 it walked in, slower but still noticeable. Most major economies are now seeing annual inflation rates between 2.5% and 3.5%. That’s a far cry from the spikes we saw mid decade, but it’s not the pre 2020 calm either. Developed nations have mostly stabilized, while
Top Economics Predictions for Inflation Trends This Year Read More »
Where the Index Stands Now As of mid 2026, the S&P 500 is up just under 8% year to date. Not explosive, but steady especially following the slower gains and volatility of 2025. The tech heavy rally that carried much of the index early in the year is beginning to lose some steam, while industrials
What Leading Analysts Say About the S&P 500 in 2026 Read More »
Know Where You Stand Financially Before you can make any progress, you need to know exactly where you are. Think of it like GPS you need a starting point. Begin by listing all income sources. That includes your main job, side gigs, rental income, freelance work anything that brings money in regularly. Next, tally your
How to Create a Comprehensive Financial Plan in 7 Easy Steps Read More »
Why Estate Planning Isn’t Optional Whether you’re managing a modest portfolio or sitting on generational wealth, estate planning isn’t something you tack on at the end it’s foundational. Think of it as your financial seatbelt. When the unexpected happens (and it will), an estate plan ensures your assets don’t get tied up in court, taxed
Estate Planning Essentials Every Investor Should Know Read More »
Why Trusts Matter in 2026 Wealth doesn’t move the way it used to. Tax codes are shifting, and governments are getting smarter about closing loopholes. High net worth families and anyone thinking ahead need tools that can adapt. That’s where trusts come in. They’re not just for the ultra rich or distant future planning. They’re
Setting Up a Trust for Generational Wealth Planning Read More »
What Rebalancing Really Means Rebalancing is simple in theory, but powerful in practice. It’s the act of nudging your investments stocks, bonds, cash back to where you originally intended them to be. Maybe you started with 60% in stocks and 40% in bonds. Over time, thanks to market shifts, that balance drifts. Now you’re sitting
How Rebalancing Your Portfolio Maintains Long-Term Wealth Read More »
What Asset Allocation Really Means in 2026 Asset allocation remains a cornerstone of investment strategy but for high net worth individuals (HNWIs), it takes on greater complexity and significance. Balancing Risk and Reward Through Diversification At its core, asset allocation is about managing risk and return by spreading investments across a mix of asset classes.
Understanding Asset Allocation Strategies for High-Net-Worth Individuals Read More »
Why Starting Small Still Counts in 2026 Busting the Myth: Investing Is Not Just for the Wealthy Many people still believe that you need thousands of dollars to begin investing. That’s simply not true anymore. You don’t need to be wealthy you just need to be consistent. In fact, many of today’s most powerful investment
How to Start Investing with Just $100 a Month Read More »
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