
Top Investment Tips for Profitable Wealth Management
Whether you happen to be saving for retirement or a rainy day, you want to ensure that your money is working hard for you. Choosing the right investment products can feel overwhelming and...
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Private Wealth Management or Financial Planning: Which Is Right for You?
Nowadays, you see more people becoming aware of financial wellness and the importance of having a plan in mind. However, the eagerness to get our finances together often raises new concerns. For...
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How to Choose a Wealth Management Advisor
Tackling financial planning on your own can be tricky . There are so many aspects that you need to consider in order to make the wisest investments that will yield high returns for your future. Many...
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9 Ways Towards Preserving and Growing Wealth
After over a year of the Covid-19 pandemic, many have seen an increasing gap in wealth distribution in America. Eleven weeks into the pandemic, the world already saw a 42.6 million unemployed...
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Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions
Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients.
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Asset Management vs. Wealth Management and the Advantages of Holistic Financial Planning
Financial planning is essential for everyone, but it is especially vital to those with a high net worth or complex portfolio of assets. Without a comprehensive financial management strategy, you will...
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The Importance of Financial Goals in the Wealth Management Process
Whether you have several decades until retirement or are nearing the light at the end of the tunnel, you have probably given some thought to wealth management . No matter where you find yourself on...
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BentOak Capital’s Commitment Continues…
A year ago today we announced our rebrand from Snow Garrett Wealth Management to BentOak Capital. With that rebrand, we made a commitment to you as clients to continually strive for excellence and...
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Brandon Garrett quoted in Bankrate.com Article on Buying Land
Whether your goal is to build a family home, start a farm or use it for recreation, buying land can be tricky. Here are the essentials you need to know before you take the leap into land ownership.
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Brandon Garrett Quoted in ThinkAdvisor: “14 Big Social Security Mistakes..”
More than a quarter of Americans have no retirement savings or pensions, according to a 2018 Federal Reserve study. That means they’ll need to rely on Social Security to fund their retirement, which...
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Financial Matrimony for Newlyweds
In November of 2018, I had the privilege of marrying my high school sweetheart. We had dated for ten years prior to getting married, so history was on our side! Being a couple of kids in college was...
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Election Preview Part 2: A Potential Trump Re-election
Introduction A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets,...
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